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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 | $178,532 | $152,074+17.4% | $137,474+29.9% | $198,609-10.1% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 10.12% | 10.68%-0.6pp | 11.53%-1.4pp | 202.70%-192.6pp |
| Employer contribution / active EE | $2,535 | $5,444-53.4% | $5,048-49.8% | $5,055-49.9% |
| Participant deferral / active EE | $9,186 | $6,522+40.9% | $6,155+49.2% | $6,977+31.7% |
| Admin fee / account holder | $1,422 | $11,950-88.1% | $10,602-86.6% | $19,030-92.5% |