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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 | $132,870 | $95,453+39.2% | $112,040+18.6% | $82,448+61.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.90% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,918 | $2,318-17.2% | $2,954-35.1% | $2,551-24.8% |
| Participant deferral / active EE | $4,714 | $4,224+11.6% | $5,098-7.5% | $4,139+13.9% |
| Admin fee / account holder | $22,733 | $9,013+152.2% | $12,098+87.9% | $7,234+214.2% |