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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 | $99,114 | $81,331+21.9% | $155,534-36.3% | $80,935+22.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.73% | 33.37%-21.6pp | 64.92%-53.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $3,694 | $3,105+19.0% | $4,675-21.0% | $2,757+34.0% |
| Participant deferral / active EE | $3,311 | $3,454-4.2% | $5,630-41.2% | $4,299-23.0% |
| Admin fee / account holder | $10,572 | $7,999+32.2% | $15,900-33.5% | $6,924+52.7% |