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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 | $208,364 | $124,425+67.5% | $112,040+86.0% | $137,256+51.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.90% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,609 | $3,411-23.5% | $2,954-11.7% | $4,156-37.2% |
| Participant deferral / active EE | $2,289 | $5,718-60.0% | $5,098-55.1% | $6,407-64.3% |
| Admin fee / account holder | $648 | $15,207-95.7% | $12,098-94.6% | $12,270-94.7% |