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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 | $154,615 | $135,956+13.7% | $123,894+24.8% | $273,972-43.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 33.28% | 56.63%-23.3pp | 47.52%-14.2pp | 41.46%-8.2pp |
| Employer contribution / active EE | $5,406 | $5,170+4.6% | $4,617+17.1% | $4,869+11.0% |
| Participant deferral / active EE | $15,593 | $6,343+145.8% | $5,984+160.6% | $5,287+194.9% |
| Admin fee / account holder | $776 | $9,817-92.1% | $8,357-90.7% | $10,133-92.3% |