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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 | $96,840 | $75,541+28.2% | $152,093-36.3% | $82,637+17.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.59% | 32.56%-14.0pp | 66.36%-47.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $4,991 | $2,622+90.3% | $4,175+19.5% | $2,552+95.5% |
| Participant deferral / active EE | $11,150 | $3,206+247.8% | $5,451+104.5% | $4,126+170.2% |
| Admin fee / account holder | $2,291 | $6,405-64.2% | $14,497-84.2% | $7,339-68.8% |