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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 | $129,560 | $88,996+45.6% | $78,004+66.1% | $138,895-6.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 17.47% | 28.03%-10.6pp | 31.07%-13.6pp | 145.39%-127.9pp |
| Employer contribution / active EE | $4,855 | $2,917+66.5% | $2,469+96.7% | $4,194+15.8% |
| Participant deferral / active EE | $7,311 | $4,724+54.8% | $4,092+78.7% | $6,396+14.3% |
| Admin fee / account holder | $3,776 | $8,807-57.1% | $7,578-50.2% | $12,562-69.9% |