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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 | $112,000 | $93,589+19.7% | $135,942-17.6% | $75,181+49.0% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 15.51% | 30.90%-15.4pp | 68.28%-52.8pp | 160.69%-145.2pp |
| Employer contribution / active EE | $4,551 | $3,537+28.7% | $4,858-6.3% | $2,671+70.4% |
| Participant deferral / active EE | $7,204 | $6,405+12.5% | $7,759-7.2% | $4,126+74.6% |
| Admin fee / account holder | $13,651 | $6,977+95.6% | $10,764+26.8% | $5,650+141.6% |