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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 | $152,263 | $181,896-16.3% | $156,551-2.7% | $273,972-44.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.30% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $11,834 | $6,248+89.4% | $5,501+115.1% | $4,869+143.1% |
| Participant deferral / active EE | $2,134 | $5,550-61.5% | $4,871-56.2% | $5,287-59.6% |
| Admin fee / account holder | $1,685 | $15,560-89.2% | $13,028-87.1% | $10,133-83.4% |