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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 | $129,696 | $101,778+27.4% | $164,975-21.4% | $80,925+60.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 21.03% | 16.73%+4.3pp | 70.12%-49.1pp | 35.65%-14.6pp |
| Employer contribution / active EE | $7,337 | $2,954+148.4% | $4,343+68.9% | $2,756+166.2% |
| Participant deferral / active EE | $4,310 | $4,477-3.7% | $6,033-28.6% | $4,299+0.3% |
| Admin fee / account holder | $2,743 | $8,221-66.6% | $12,688-78.4% | $6,940-60.5% |