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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 | $228,673 | $185,312+23.4% | $161,489+41.6% | $154,746+47.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.33% | 103.84%-93.5pp | 89.72%-79.4pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,853 | $4,769-61.1% | $4,268-56.6% | $4,379-57.7% |
| Participant deferral / active EE | $3,292 | $6,350-48.1% | $5,630-41.5% | $6,730-51.1% |
| Admin fee / account holder | $1,669 | $18,654-91.1% | $16,006-89.6% | $14,365-88.4% |