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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 | $93,637 | $56,544+65.6% | $75,501+24.0% | $70,126+33.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 15.97% | 23.59%-7.6pp | 27.35%-11.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $5,768 | $1,817+217.5% | $2,352+145.2% | $2,343+146.2% |
| Participant deferral / active EE | $4,518 | $2,580+75.1% | $3,142+43.8% | $3,332+35.6% |
| Admin fee / account holder | $30,125 | $3,827+687.3% | $5,801+419.3% | $4,645+548.5% |