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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 | $184,709 | $83,898+120.2% | $133,346+38.5% | $94,015+96.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 14.79% | 16.00%-1.2pp | 36.85%-22.1pp | 17.84%-3.1pp |
| Employer contribution / active EE | $2,301 | $1,821+26.4% | $2,853-19.4% | $2,790-17.5% |
| Participant deferral / active EE | $5,620 | $3,245+73.2% | $4,332+29.7% | $4,249+32.2% |
| Admin fee / account holder | $1,582 | $7,809-79.7% | $14,264-88.9% | $8,951-82.3% |