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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 | $175,456 | $138,386+26.8% | $184,260-4.8% | $80,935+116.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.25% | 20.02%-4.8pp | 28.84%-13.6pp | 35.66%-20.4pp |
| Employer contribution / active EE | $16,734 | $4,851+245.0% | $6,427+160.4% | $2,757+507.0% |
| Participant deferral / active EE | $15,230 | $7,076+115.2% | $9,133+66.8% | $4,299+254.2% |
| Admin fee / account holder | $7,151 | $10,489-31.8% | $13,898-48.5% | $6,924+3.3% |