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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 | $102,381 | $138,385-26.0% | $184,243-44.4% | $80,925+26.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 25.30% | 20.02%+5.3pp | 28.82%-3.5pp | 35.65%-10.4pp |
| Employer contribution / active EE | $9,246 | $4,851+90.6% | $6,427+43.9% | $2,756+235.5% |
| Participant deferral / active EE | $12,312 | $7,075+74.0% | $9,132+34.8% | $4,299+186.4% |
| Admin fee / account holder | $37,222 | $10,489+254.9% | $13,914+167.5% | $6,940+436.3% |