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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 | $128,611 | $138,386-7.1% | $184,260-30.2% | $80,935+58.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 33.07% | 20.02%+13.1pp | 28.84%+4.2pp | 35.66%-2.6pp |
| Employer contribution / active EE | $6,196 | $4,851+27.7% | $6,427-3.6% | $2,757+124.8% |
| Participant deferral / active EE | $9,882 | $7,076+39.7% | $9,133+8.2% | $4,299+129.8% |
| Admin fee / account holder | $13,878 | $10,489+32.3% | $13,898-0.1% | $6,924+100.4% |