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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 | $189,070 | $126,661+49.3% | $113,397+66.7% | $138,895+36.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 16.12% | 25.05%-8.9pp | 23.20%-7.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $7,174 | $3,456+107.6% | $2,977+141.0% | $4,194+71.1% |
| Participant deferral / active EE | $4,831 | $5,693-15.1% | $5,076-4.8% | $6,396-24.5% |
| Admin fee / account holder | $2,043 | $14,549-86.0% | $11,957-82.9% | $12,562-83.7% |