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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 | $131,441 | $114,712+14.6% | $173,730-24.3% | $87,485+50.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 16.28% | 20.18%-3.9pp | 19.96%-3.7pp | 26.06%-9.8pp |
| Employer contribution / active EE | $4,545 | $2,904+56.5% | $4,577-0.7% | $2,596+75.1% |
| Participant deferral / active EE | $5,490 | $4,642+18.3% | $6,326-13.2% | $4,274+28.5% |
| Admin fee / account holder | $4,138 | $10,210-59.5% | $17,523-76.4% | $7,775-46.8% |