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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 | $203,631 | $181,896+11.9% | $156,551+30.1% | $273,972-25.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.47% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,464 | $6,248-60.6% | $5,501-55.2% | $4,869-49.4% |
| Participant deferral / active EE | $8,400 | $5,550+51.4% | $4,871+72.4% | $5,287+58.9% |
| Admin fee / account holder | $463 | $15,560-97.0% | $13,028-96.4% | $10,133-95.4% |