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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 | $140,414 | $84,236+66.7% | $170,439-17.6% | $70,124+100.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.45% | 23.06%-4.6pp | 205.94%-187.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $4,215 | $3,387+24.4% | $5,433-22.4% | $2,342+79.9% |
| Participant deferral / active EE | $2,699 | $3,086-12.5% | $4,939-45.4% | $3,332-19.0% |
| Admin fee / account holder | $1,032 | $5,698-81.9% | $13,881-92.6% | $4,645-77.8% |