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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 | $121,395 | $117,829+3.0% | $102,423+18.5% | $145,877-16.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 34.83% | 31.83%+3.0pp | 29.42%+5.4pp | 551.28%-516.5pp |
| Employer contribution / active EE | $2,460 | $3,615-32.0% | $3,023-18.6% | $4,663-47.3% |
| Participant deferral / active EE | $6,315 | $5,732+10.2% | $5,054+24.9% | $6,691-5.6% |
| Admin fee / account holder | $16,397 | $13,335+23.0% | $9,455+73.4% | $13,402+22.3% |