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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 | $173,738 | $98,776+75.9% | $149,745+16.0% | $79,856+117.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.54% | 27.38%-10.8pp | 276.72%-260.2pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,571 | $3,217+11.0% | $4,646-23.1% | $2,471+44.5% |
| Participant deferral / active EE | $9,470 | $5,681+66.7% | $6,843+38.4% | $3,741+153.2% |
| Admin fee / account holder | $10,939 | $6,053+80.7% | $9,312+17.5% | $5,306+106.2% |