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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 | $206,184 | $111,535+84.9% | $105,223+95.9% | $137,256+50.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.12% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $9,744 | $3,939+147.4% | $3,689+164.2% | $4,156+134.5% |
| Participant deferral / active EE | $5,330 | $5,500-3.1% | $5,072+5.1% | $6,407-16.8% |
| Admin fee / account holder | $662 | $9,721-93.2% | $8,859-92.5% | $12,270-94.6% |