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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 | $139,624 | $80,983+72.4% | $96,544+44.6% | $75,177+85.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.77% | 27.05%-10.3pp | 25.88%-9.1pp | 160.75%-144.0pp |
| Employer contribution / active EE | $3,098 | $2,282+35.7% | $2,966+4.4% | $2,671+16.0% |
| Participant deferral / active EE | $7,176 | $3,929+82.7% | $4,851+47.9% | $4,126+73.9% |
| Admin fee / account holder | $5,198 | $6,717-22.6% | $8,254-37.0% | $5,651-8.0% |