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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 | $147,721 | $117,859+25.3% | $102,438+44.2% | $145,959+1.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.45% | 31.72%-22.3pp | 29.37%-19.9pp | 561.95%-552.5pp |
| Employer contribution / active EE | $11,195 | $3,615+209.7% | $3,024+270.2% | $4,661+140.2% |
| Participant deferral / active EE | $7,568 | $5,732+32.0% | $5,054+49.8% | $6,689+13.2% |
| Admin fee / account holder | $1,233 | $13,318-90.7% | $9,448-86.9% | $13,398-90.8% |