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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 | $113,609 | $126,661-10.3% | $113,397+0.2% | $138,895-18.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 10.47% | 25.05%-14.6pp | 23.20%-12.7pp | 145.39%-134.9pp |
| Employer contribution / active EE | $6,499 | $3,456+88.0% | $2,977+118.3% | $4,194+54.9% |
| Participant deferral / active EE | $2,984 | $5,693-47.6% | $5,076-41.2% | $6,396-53.4% |
| Admin fee / account holder | $17,279 | $14,549+18.8% | $11,957+44.5% | $12,562+37.5% |