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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 | $231,349 | $107,666+114.9% | $102,184+126.4% | $154,746+49.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.35% | 29.33%-16.0pp | 31.58%-18.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $5,000 | $3,846+30.0% | $3,594+39.1% | $4,379+14.2% |
| Participant deferral / active EE | $6,743 | $8,719-22.7% | $8,309-18.8% | $6,730+0.2% |
| Admin fee / account holder | $2,265 | $12,943-82.5% | $11,609-80.5% | $14,365-84.2% |