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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 | $140,383 | $95,453+47.1% | $112,040+25.3% | $82,448+70.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.78% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $12,157 | $2,318+424.5% | $2,954+311.5% | $2,551+376.6% |
| Participant deferral / active EE | $6,220 | $4,224+47.3% | $5,098+22.0% | $4,139+50.3% |
| Admin fee / account holder | $13,915 | $9,013+54.4% | $12,098+15.0% | $7,234+92.3% |