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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 | $102,500 | $86,940+17.9% | $102,434+0.1% | $80,935+26.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.92% | 18.89%-4.0pp | 29.46%-14.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $7,325 | $2,370+209.1% | $3,023+142.3% | $2,757+165.7% |
| Participant deferral / active EE | $7,616 | $4,121+84.8% | $5,055+50.7% | $4,299+77.1% |
| Admin fee / account holder | $8,031 | $8,047-0.2% | $9,462-15.1% | $6,924+16.0% |