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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 | $100,566 | $107,733-6.7% | $92,985+8.2% | $154,746-35.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 14.30% | 30.39%-16.1pp | 27.99%-13.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $4,154 | $3,126+32.9% | $2,662+56.0% | $4,379-5.1% |
| Participant deferral / active EE | $6,231 | $5,053+23.3% | $4,377+42.4% | $6,730-7.4% |
| Admin fee / account holder | $578 | $11,369-94.9% | $9,463-93.9% | $14,365-96.0% |