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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 | $163,472 | $100,970+61.9% | $96,576+69.3% | $137,256+19.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.59% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,283 | $3,809-13.8% | $3,553-7.6% | $4,156-21.0% |
| Participant deferral / active EE | $9,876 | $8,286+19.2% | $7,956+24.1% | $6,407+54.1% |
| Admin fee / account holder | $3,425 | $11,312-69.7% | $11,381-69.9% | $12,270-72.1% |