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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 | $114,272 | $100,004+14.3% | $81,438+40.3% | $145,959-21.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.03% | 34.34%-22.3pp | 24.74%-12.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $7,109 | $2,970+139.4% | $2,460+188.9% | $4,661+52.5% |
| Participant deferral / active EE | $3,578 | $4,603-22.3% | $3,883-7.9% | $6,689-46.5% |
| Admin fee / account holder | $921 | $8,202-88.8% | $5,764-84.0% | $13,398-93.1% |