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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 | $118,940 | $84,236+41.2% | $170,435-30.2% | $70,126+69.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 37.19% | 23.06%+14.1pp | 205.94%-168.8pp | 73.15%-36.0pp |
| Employer contribution / active EE | $2,968 | $3,387-12.4% | $5,432-45.4% | $2,343+26.7% |
| Participant deferral / active EE | $4,922 | $3,086+59.5% | $4,939-0.4% | $3,332+47.7% |
| Admin fee / account holder | $11,801 | $5,698+107.1% | $13,881-15.0% | $4,645+154.0% |