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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 | $114,647 | $81,457+40.7% | $103,378+10.9% | $80,911+41.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 19.75% | 25.58%-5.8pp | 24.91%-5.2pp | 35.63%-15.9pp |
| Employer contribution / active EE | $10,429 | $3,107+235.6% | $3,870+169.5% | $2,756+278.4% |
| Participant deferral / active EE | $6,890 | $3,871+78.0% | $5,058+36.2% | $4,297+60.3% |
| Admin fee / account holder | $7,426 | $6,717+10.6% | $8,401-11.6% | $6,935+7.1% |