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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 | $109,177 | $67,602+61.5% | $82,312+32.6% | $70,126+55.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.92% | 21.57%-2.6pp | 25.88%-7.0pp | 73.15%-54.2pp |
| Employer contribution / active EE | $6,026 | $1,755+243.4% | $2,428+148.1% | $2,343+157.2% |
| Participant deferral / active EE | $4,682 | $2,987+56.7% | $3,706+26.3% | $3,332+40.5% |
| Admin fee / account holder | $6,330 | $4,512+40.3% | $5,608+12.9% | $4,645+36.3% |