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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 | $239,796 | $81,331+194.8% | $155,534+54.2% | $80,935+196.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.64% | 33.37%-18.7pp | 64.92%-50.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $4,379 | $3,105+41.0% | $4,675-6.3% | $2,757+58.8% |
| Participant deferral / active EE | $7,428 | $3,454+115.1% | $5,630+31.9% | $4,299+72.8% |
| Admin fee / account holder | $12,657 | $7,999+58.2% | $15,900-20.4% | $6,924+82.8% |