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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 | $123,615 | $77,920+58.6% | $149,723-17.4% | $75,177+64.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.11% | 31.72%-15.6pp | 134.50%-118.4pp | 160.75%-144.6pp |
| Employer contribution / active EE | $10,647 | $3,138+239.3% | $4,821+120.8% | $2,671+298.6% |
| Participant deferral / active EE | $6,005 | $3,411+76.0% | $5,682+5.7% | $4,126+45.5% |
| Admin fee / account holder | $5,238 | $5,951-12.0% | $13,215-60.4% | $5,651-7.3% |