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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 | $158,215 | $81,358+94.5% | $155,556+1.7% | $80,959+95.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.03% | 33.39%-20.4pp | 64.84%-51.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $3,132 | $3,106+0.8% | $4,675-33.0% | $2,757+13.6% |
| Participant deferral / active EE | $8,373 | $3,455+142.3% | $5,631+48.7% | $4,300+94.7% |
| Admin fee / account holder | $3,410 | $7,994-57.3% | $15,885-78.5% | $6,925-50.8% |