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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 | $79,614 | $251,004-68.3% | $191,597-58.4% | $138,895-42.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 17.84% | 31.05%-13.2pp | 27.07%-9.2pp | 145.39%-127.6pp |
| Employer contribution / active EE | $12,819 | $6,226+105.9% | $5,025+155.1% | $4,194+205.6% |
| Participant deferral / active EE | $14,737 | $8,154+80.7% | $6,850+115.2% | $6,396+130.4% |
| Admin fee / account holder | $3,814 | $31,471-87.9% | $22,799-83.3% | $12,562-69.6% |