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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 | $140,833 | $162,821-13.5% | $133,978+5.1% | $158,982-11.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.73% | 41.95%-16.2pp | 45.10%-19.4pp | 302.99%-277.3pp |
| Employer contribution / active EE | $11,470 | $4,976+130.5% | $3,919+192.7% | $4,763+140.8% |
| Participant deferral / active EE | $10,409 | $5,910+76.1% | $5,047+106.2% | $5,983+74.0% |
| Admin fee / account holder | $2,915 | $11,742-75.2% | $8,930-67.4% | $11,252-74.1% |