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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 | $134,624 | $93,598+43.8% | $135,974-1.0% | $75,173+79.1% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.3pp |
| Annual return | 16.39% | 30.89%-14.5pp | 68.30%-51.9pp | 160.72%-144.3pp |
| Employer contribution / active EE | $2,737 | $3,538-22.6% | $4,859-43.7% | $2,671+2.5% |
| Participant deferral / active EE | $9,590 | $6,405+49.7% | $7,760+23.6% | $4,126+132.4% |
| Admin fee / account holder | $17,112 | $6,978+145.2% | $10,767+58.9% | $5,651+202.8% |