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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 | $153,571 | $125,797+22.1% | $170,043-9.7% | $75,173+104.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.98% | 27.20%-10.2pp | 53.40%-36.4pp | 160.72%-143.7pp |
| Employer contribution / active EE | $3,271 | $4,616-29.1% | $6,790-51.8% | $2,671+22.5% |
| Participant deferral / active EE | $6,685 | $6,838-2.2% | $10,410-35.8% | $4,126+62.0% |
| Admin fee / account holder | $18,170 | $8,177+122.2% | $12,824+41.7% | $5,651+221.6% |