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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 | $107,529 | $81,233+32.4% | $155,567-30.9% | $80,874+33.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.62% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $8,356 | $3,101+169.5% | $4,674+78.8% | $2,756+203.2% |
| Participant deferral / active EE | $5,233 | $3,452+51.6% | $5,628-7.0% | $4,297+21.8% |
| Admin fee / account holder | $25,431 | $7,998+218.0% | $15,916+59.8% | $6,935+266.7% |