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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 | $94,566 | $80,983+16.8% | $96,544-2.0% | $75,177+25.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.55% | 27.05%-13.5pp | 25.88%-12.3pp | 160.75%-147.2pp |
| Employer contribution / active EE | $5,031 | $2,282+120.4% | $2,966+69.6% | $2,671+88.3% |
| Participant deferral / active EE | $6,061 | $3,929+54.3% | $4,851+24.9% | $4,126+46.9% |
| Admin fee / account holder | $7,395 | $6,717+10.1% | $8,254-10.4% | $5,651+30.9% |