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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 | $158,419 | $138,385+14.5% | $184,200-14.0% | $80,874+95.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.28% | 20.02%-5.7pp | 28.80%-14.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $7,405 | $4,849+52.7% | $6,424+15.3% | $2,756+168.7% |
| Participant deferral / active EE | $7,522 | $7,073+6.4% | $9,132-17.6% | $4,297+75.1% |
| Admin fee / account holder | $12,185 | $10,483+16.2% | $13,907-12.4% | $6,935+75.7% |