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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 | $209,732 | $93,598+124.1% | $135,974+54.2% | $75,173+179.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.88% | 30.89%-15.0pp | 68.30%-52.4pp | 160.72%-144.8pp |
| Employer contribution / active EE | $9,745 | $3,538+175.4% | $4,859+100.6% | $2,671+264.8% |
| Participant deferral / active EE | $7,235 | $6,405+13.0% | $7,760-6.8% | $4,126+75.3% |
| Admin fee / account holder | $10,627 | $6,978+52.3% | $10,767-1.3% | $5,651+88.1% |