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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 | $150,905 | $106,749+41.4% | $145,433+3.8% | $82,448+83.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.38% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,234 | $3,444-6.1% | $4,554-29.0% | $2,551+26.8% |
| Participant deferral / active EE | $6,269 | $6,519-3.8% | $7,897-20.6% | $4,139+51.4% |
| Admin fee / account holder | $12,868 | $8,390+53.4% | $13,129-2.0% | $7,234+77.9% |