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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 | $151,467 | $138,393+9.4% | $184,256-17.8% | $80,959+87.1% |
| Participation rate | 95.9% | 83.9%+12.0pp | 86.8%+9.1pp | 67.7%+28.2pp |
| Annual return | 27.99% | 20.01%+8.0pp | 28.85%-0.9pp | 35.67%-7.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,831 | $7,076+81.3% | $9,133+40.5% | $4,300+198.4% |
| Admin fee / account holder | $4,774 | $10,489-54.5% | $13,899-65.7% | $6,925-31.1% |