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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 | $148,662 | $126,661+17.4% | $113,397+31.1% | $138,895+7.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.60% | 25.05%-9.5pp | 23.20%-7.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $8,456 | $3,456+144.7% | $2,977+184.0% | $4,194+101.6% |
| Participant deferral / active EE | $8,509 | $5,693+49.5% | $5,076+67.6% | $6,396+33.0% |
| Admin fee / account holder | $4,390 | $14,549-69.8% | $11,957-63.3% | $12,562-65.1% |