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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 | $132,611 | $76,551+73.2% | $123,894+7.0% | $62,881+110.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.77% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $4,551 | $2,882+57.9% | $4,617-1.4% | $2,281+99.5% |
| Participant deferral / active EE | $6,483 | $4,840+34.0% | $5,984+8.3% | $3,203+102.4% |
| Admin fee / account holder | $11,713 | $4,826+142.7% | $8,357+40.2% | $4,296+172.7% |