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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 | $75,970 | $125,797-39.6% | $170,043-55.3% | $75,173+1.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 25.03% | 27.20%-2.2pp | 53.40%-28.4pp | 160.72%-135.7pp |
| Employer contribution / active EE | $8,594 | $4,616+86.2% | $6,790+26.6% | $2,671+221.8% |
| Participant deferral / active EE | $14,704 | $6,838+115.0% | $10,410+41.2% | $4,126+256.3% |
| Admin fee / account holder | $1,759 | $8,177-78.5% | $12,824-86.3% | $5,651-68.9% |