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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 | $175,284 | $136,307+28.6% | $106,619+64.4% | $273,972-36.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.97% | 11.05%-4.1pp | 9.42%-2.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $9,735 | $5,190+87.6% | $3,947+146.7% | $4,869+100.0% |
| Participant deferral / active EE | $9,025 | $4,969+81.6% | $3,930+129.6% | $5,287+70.7% |
| Admin fee / account holder | $827 | $8,625-90.4% | $6,418-87.1% | $10,133-91.8% |