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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 | $138,017 | $135,956+1.5% | $123,894+11.4% | $273,972-49.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.79% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,352 | $5,170-73.9% | $4,617-70.7% | $4,869-72.2% |
| Participant deferral / active EE | $11,012 | $6,343+73.6% | $5,984+84.0% | $5,287+108.3% |
| Admin fee / account holder | $911 | $9,817-90.7% | $8,357-89.1% | $10,133-91.0% |