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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 | $155,208 | $153,311+1.2% | $109,313+42.0% | $273,972-43.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.58% | 29.86%-21.3pp | 22.07%-13.5pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,689 | $5,619-52.1% | $3,892-30.9% | $4,869-44.8% |
| Participant deferral / active EE | $7,334 | $3,932+86.5% | $3,166+131.6% | $5,287+38.7% |
| Admin fee / account holder | $1,299 | $8,076-83.9% | $5,666-77.1% | $10,133-87.2% |