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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 | $112,568 | $101,763+10.6% | $164,866-31.7% | $80,874+39.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.41% | 16.73%-4.3pp | 69.97%-57.6pp | 35.62%-23.2pp |
| Employer contribution / active EE | $3,117 | $2,954+5.5% | $4,343-28.2% | $2,756+13.1% |
| Participant deferral / active EE | $5,373 | $4,477+20.0% | $6,033-10.9% | $4,297+25.0% |
| Admin fee / account holder | $7,091 | $8,228-13.8% | $12,689-44.1% | $6,935+2.2% |