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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 | $145,062 | $106,524+36.2% | $152,301-4.8% | $87,485+65.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.30% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.8pp |
| Employer contribution / active EE | $2,750 | $3,371-18.4% | $4,624-40.5% | $2,596+5.9% |
| Participant deferral / active EE | $6,871 | $6,525+5.3% | $8,004-14.2% | $4,274+60.8% |
| Admin fee / account holder | $1,236 | $8,287-85.1% | $14,398-91.4% | $7,775-84.1% |