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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 | $192,047 | $138,393+38.8% | $184,256+4.2% | $80,959+137.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.48% | 20.01%-8.5pp | 28.85%-17.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $8,425 | $4,847+73.8% | $6,427+31.1% | $2,757+205.6% |
| Participant deferral / active EE | $10,819 | $7,076+52.9% | $9,133+18.5% | $4,300+151.6% |
| Admin fee / account holder | $1,110 | $10,489-89.4% | $13,899-92.0% | $6,925-84.0% |