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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 | $113,914 | $77,901+46.2% | $149,717-23.9% | $75,181+51.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.91% | 31.73%-16.8pp | 134.41%-119.5pp | 160.69%-145.8pp |
| Employer contribution / active EE | $6,469 | $3,137+106.2% | $4,820+34.2% | $2,671+142.3% |
| Participant deferral / active EE | $3,370 | $3,411-1.2% | $5,682-40.7% | $4,126-18.3% |
| Admin fee / account holder | $4,280 | $5,949-28.1% | $13,213-67.6% | $5,650-24.3% |