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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 | $124,511 | $104,251+19.4% | $91,004+36.8% | $147,586-15.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.06% | 27.06%-8.0pp | 4.60%+14.5pp | 578.59%-559.5pp |
| Employer contribution / active EE | $11,365 | $3,116+264.8% | $2,456+362.8% | $4,876+133.1% |
| Participant deferral / active EE | $16,495 | $4,195+293.2% | $3,548+365.0% | $5,439+203.3% |
| Admin fee / account holder | $6,475 | $8,948-27.6% | $5,417+19.5% | $10,886-40.5% |