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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 | $170,655 | $126,661+34.7% | $113,397+50.5% | $138,895+22.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.32% | 25.05%-10.7pp | 23.20%-8.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,313 | $3,456-33.1% | $2,977-22.3% | $4,194-44.9% |
| Participant deferral / active EE | $5,466 | $5,693-4.0% | $5,076+7.7% | $6,396-14.5% |
| Admin fee / account holder | $1,735 | $14,549-88.1% | $11,957-85.5% | $12,562-86.2% |