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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 | $167,621 | $86,938+92.8% | $102,423+63.7% | $80,925+107.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.73% | 18.89%-4.2pp | 29.42%-14.7pp | 35.65%-20.9pp |
| Employer contribution / active EE | $5,556 | $2,369+134.5% | $3,023+83.8% | $2,756+101.6% |
| Participant deferral / active EE | $6,211 | $4,120+50.7% | $5,054+22.9% | $4,299+44.5% |
| Admin fee / account holder | $5,152 | $8,053-36.0% | $9,455-45.5% | $6,940-25.8% |