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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 | $204,123 | $93,617+118.0% | $135,982+50.1% | $75,177+171.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.83% | 30.89%-3.1pp | 68.32%-40.5pp | 160.75%-132.9pp |
| Employer contribution / active EE | $5,481 | $3,538+54.9% | $4,859+12.8% | $2,671+105.2% |
| Participant deferral / active EE | $14,096 | $6,406+120.1% | $7,760+81.7% | $4,126+241.6% |
| Admin fee / account holder | $3,481 | $6,980-50.1% | $10,767-67.7% | $5,651-38.4% |