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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,125 | $125,797+20.1% | $170,043-11.1% | $75,173+101.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.76% | 27.20%-7.4pp | 53.40%-33.6pp | 160.72%-141.0pp |
| Employer contribution / active EE | $3,350 | $4,616-27.4% | $6,790-50.7% | $2,671+25.4% |
| Participant deferral / active EE | $6,621 | $6,838-3.2% | $10,410-36.4% | $4,126+60.4% |
| Admin fee / account holder | $1,646 | $8,177-79.9% | $12,824-87.2% | $5,651-70.9% |