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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 | $124,136 | $117,904+5.3% | $102,457+21.2% | $145,978-15.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.06% | 31.80%-21.7pp | 29.41%-19.3pp | 550.52%-540.5pp |
| Employer contribution / active EE | $3,648 | $3,613+1.0% | $3,022+20.7% | $4,662-21.8% |
| Participant deferral / active EE | $11,873 | $5,733+107.1% | $5,054+134.9% | $6,690+77.5% |
| Admin fee / account holder | $9,537 | $13,329-28.5% | $9,451+0.9% | $13,400-28.8% |