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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 | $177,435 | $86,919+104.1% | $102,457+73.2% | $80,911+119.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.93% | 18.90%-2.0pp | 29.41%-12.5pp | 35.63%-18.7pp |
| Employer contribution / active EE | $5,557 | $2,368+134.6% | $3,022+83.9% | $2,756+101.6% |
| Participant deferral / active EE | $4,327 | $4,119+5.0% | $5,054-14.4% | $4,297+0.7% |
| Admin fee / account holder | $7,189 | $8,049-10.7% | $9,451-23.9% | $6,935+3.7% |