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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 | $128,515 | $97,289+32.1% | $92,805+38.5% | $155,188-17.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 16.32% | 29.03%-12.7pp | 31.59%-15.3pp | 148.84%-132.5pp |
| Employer contribution / active EE | $2,527 | $3,632-30.4% | $3,424-26.2% | $4,248-40.5% |
| Participant deferral / active EE | $9,133 | $8,795+3.8% | $8,448+8.1% | $6,531+39.8% |
| Admin fee / account holder | $1,121 | $12,015-90.7% | $10,911-89.7% | $14,480-92.3% |