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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 | $118,884 | $106,749+11.4% | $145,433-18.3% | $82,448+44.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.12% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $15,621 | $3,444+353.5% | $4,554+243.0% | $2,551+512.4% |
| Participant deferral / active EE | $7,620 | $6,519+16.9% | $7,897-3.5% | $4,139+84.1% |
| Admin fee / account holder | $1,077 | $8,390-87.2% | $13,129-91.8% | $7,234-85.1% |