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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 | $178,189 | $138,312+28.8% | $122,979+44.9% | $155,188+14.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.29% | 22.06%-8.8pp | 20.12%-6.8pp | 148.84%-135.6pp |
| Employer contribution / active EE | $6,033 | $3,530+70.9% | $3,062+97.0% | $4,248+42.0% |
| Participant deferral / active EE | $9,919 | $5,592+77.4% | $5,003+98.3% | $6,531+51.9% |
| Admin fee / account holder | $7,257 | $15,089-51.9% | $12,864-43.6% | $14,480-49.9% |