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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 | $174,735 | $81,504+114.4% | $102,437+70.6% | $80,959+115.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 16.35% | 25.60%-9.2pp | 24.95%-8.6pp | 35.67%-19.3pp |
| Employer contribution / active EE | $3,445 | $3,104+11.0% | $3,871-11.0% | $2,757+25.0% |
| Participant deferral / active EE | $3,330 | $3,871-14.0% | $5,060-34.2% | $4,300-22.6% |
| Admin fee / account holder | $7,795 | $6,719+16.0% | $8,388-7.1% | $6,925+12.6% |