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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 | $132,631 | $60,442+119.4% | $96,754+37.1% | $87,485+51.6% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 14.31% | 21.97%-7.7pp | 82.04%-67.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,220 | $1,691+31.3% | $2,679-17.1% | $2,596-14.5% |
| Participant deferral / active EE | $8,032 | $3,280+144.9% | $4,758+68.8% | $4,274+87.9% |
| Admin fee / account holder | $12,070 | $5,069+138.1% | $8,905+35.5% | $7,775+55.2% |