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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 | $176,387 | $138,366+27.5% | $184,185-4.2% | $80,911+118.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.71% | 20.02%-8.3pp | 28.81%-17.1pp | 35.63%-23.9pp |
| Employer contribution / active EE | $3,126 | $4,849-35.5% | $6,426-51.4% | $2,756+13.4% |
| Participant deferral / active EE | $5,545 | $7,074-21.6% | $9,132-39.3% | $4,297+29.0% |
| Admin fee / account holder | $1,469 | $10,484-86.0% | $13,909-89.4% | $6,935-78.8% |