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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 | $174,250 | $109,620+59.0% | $148,496+17.3% | $94,015+85.3% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 13.32% | 17.54%-4.2pp | 12.33%+1.0pp | 17.84%-4.5pp |
| Employer contribution / active EE | $6,944 | $2,618+165.3% | $3,497+98.6% | $2,790+148.9% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $11,863 | $10,050+18.0% | $19,547-39.3% | $8,951+32.5% |