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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 | $132,176 | $106,524+24.1% | $152,301-13.2% | $87,485+51.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 17.81% | 26.89%-9.1pp | 80.50%-62.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $7,386 | $3,371+119.1% | $4,624+59.7% | $2,596+184.5% |
| Participant deferral / active EE | $5,376 | $6,525-17.6% | $8,004-32.8% | $4,274+25.8% |
| Admin fee / account holder | $2,359 | $8,287-71.5% | $14,398-83.6% | $7,775-69.7% |