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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 | $119,602 | $98,240+21.7% | $82,312+45.3% | $147,586-19.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.74% | 30.85%-18.1pp | 25.88%-13.1pp | 578.59%-565.9pp |
| Employer contribution / active EE | $20,691 | $3,192+548.3% | $2,428+752.1% | $4,876+324.3% |
| Participant deferral / active EE | $8,433 | $4,383+92.4% | $3,706+127.5% | $5,439+55.1% |
| Admin fee / account holder | $2,514 | $8,563-70.6% | $5,608-55.2% | $10,886-76.9% |