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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 | $133,603 | $71,057+88.0% | $93,654+42.7% | $80,874+65.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.77% | 11.26%+3.5pp | 133.34%-118.6pp | 35.62%-20.8pp |
| Employer contribution / active EE | $2,766 | $1,564+76.9% | $2,421+14.3% | $2,756+0.4% |
| Participant deferral / active EE | $6,330 | $4,034+56.9% | $4,413+43.5% | $4,297+47.3% |
| Admin fee / account holder | $9,982 | $6,944+43.8% | $8,282+20.5% | $6,935+43.9% |