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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 | $164,280 | $106,524+54.2% | $152,301+7.9% | $87,485+87.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.95% | 26.89%-9.9pp | 80.50%-63.6pp | 26.06%-9.1pp |
| Employer contribution / active EE | $8,268 | $3,371+145.3% | $4,624+78.8% | $2,596+218.5% |
| Participant deferral / active EE | $10,362 | $6,525+58.8% | $8,004+29.5% | $4,274+142.5% |
| Admin fee / account holder | $7,356 | $8,287-11.2% | $14,398-48.9% | $7,775-5.4% |