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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 | $76,407+75.1% | $150,298-11.0% | $82,448+62.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 23.74% | 39.99%-16.3pp | 62.79%-39.0pp | 41.64%-17.9pp |
| Employer contribution / active EE | $3,215 | $2,614+23.0% | $4,154-22.6% | $2,551+26.0% |
| Participant deferral / active EE | $5,937 | $3,214+84.7% | $5,453+8.9% | $4,139+43.4% |
| Admin fee / account holder | $7,297 | $6,352+14.9% | $14,116-48.3% | $7,234+0.9% |