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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 | $133,762 | $75,541+77.1% | $152,093-12.1% | $82,637+61.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 23.74% | 32.56%-8.8pp | 66.36%-42.6pp | 53.51%-29.8pp |
| Employer contribution / active EE | $3,215 | $2,622+22.6% | $4,175-23.0% | $2,552+26.0% |
| Participant deferral / active EE | $5,937 | $3,206+85.2% | $5,451+8.9% | $4,126+43.9% |
| Admin fee / account holder | $7,297 | $6,405+13.9% | $14,497-49.7% | $7,339-0.6% |