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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 | $230,647 | $86,940+165.3% | $102,434+125.2% | $80,935+185.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.31% | 18.89%-3.6pp | 29.46%-14.1pp | 35.66%-20.3pp |
| Employer contribution / active EE | $2,702 | $2,370+14.0% | $3,023-10.6% | $2,757-2.0% |
| Participant deferral / active EE | $4,151 | $4,121+0.7% | $5,055-17.9% | $4,299-3.4% |
| Admin fee / account holder | $15,133 | $8,047+88.1% | $9,462+59.9% | $6,924+118.5% |