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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 | $87,229 | $80,983+7.7% | $96,544-9.6% | $75,177+16.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.18% | 27.05%-11.9pp | 25.88%-10.7pp | 160.75%-145.6pp |
| Employer contribution / active EE | $5,971 | $2,282+161.6% | $2,966+101.3% | $2,671+123.5% |
| Participant deferral / active EE | $4,902 | $3,929+24.8% | $4,851+1.0% | $4,126+18.8% |
| Admin fee / account holder | $4,992 | $6,717-25.7% | $8,254-39.5% | $5,651-11.7% |