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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 | $126,699 | $64,920+95.2% | $103,693+22.2% | $86,983+45.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 15.98% | 30.29%-14.3pp | 47.61%-31.6pp | 25.83%-9.8pp |
| Employer contribution / active EE | $5,022 | $2,141+134.6% | $2,920+72.0% | $2,584+94.3% |
| Participant deferral / active EE | $5,525 | $3,241+70.5% | $4,579+20.7% | $4,194+31.8% |
| Admin fee / account holder | $18,935 | $6,191+205.8% | $7,858+141.0% | $7,856+141.0% |