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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 | $129,991 | $111,535+16.5% | $105,223+23.5% | $137,256-5.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.51% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $8,402 | $3,939+113.3% | $3,689+127.8% | $4,156+102.2% |
| Participant deferral / active EE | $5,272 | $5,500-4.1% | $5,072+4.0% | $6,407-17.7% |
| Admin fee / account holder | $2,591 | $9,721-73.4% | $8,859-70.8% | $12,270-78.9% |