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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 | $86,095 | $77,920+10.5% | $149,723-42.5% | $75,177+14.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.23% | 31.72%-13.5pp | 134.50%-116.3pp | 160.75%-142.5pp |
| Employer contribution / active EE | $5,934 | $3,138+89.1% | $4,821+23.1% | $2,671+122.2% |
| Participant deferral / active EE | $5,215 | $3,411+52.9% | $5,682-8.2% | $4,126+26.4% |
| Admin fee / account holder | $30,326 | $5,951+409.6% | $13,215+129.5% | $5,651+436.6% |