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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 | $150,703 | $88,042+71.2% | $138,135+9.1% | $79,852+88.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 12.72% | 20.58%-7.9pp | 20.51%-7.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $8,486 | $3,103+173.4% | $5,587+51.9% | $2,471+243.4% |
| Participant deferral / active EE | $5,034 | $4,704+7.0% | $6,431-21.7% | $3,740+34.6% |
| Admin fee / account holder | $5,417 | $7,791-30.5% | $11,856-54.3% | $5,306+2.1% |