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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 | $155,577 | $126,661+22.8% | $113,397+37.2% | $138,895+12.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.93% | 25.05%-12.1pp | 23.20%-10.3pp | 145.39%-132.5pp |
| Employer contribution / active EE | $2,735 | $3,456-20.9% | $2,977-8.2% | $4,194-34.8% |
| Participant deferral / active EE | $12,499 | $5,693+119.6% | $5,076+146.2% | $6,396+95.4% |
| Admin fee / account holder | $6,026 | $14,549-58.6% | $11,957-49.6% | $12,562-52.0% |