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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 | $190,144 | $112,729+68.7% | $98,716+92.6% | $137,256+38.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.06% | 38.48%-26.4pp | 31.81%-19.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,992 | $2,725+46.5% | $2,279+75.2% | $4,156-3.9% |
| Participant deferral / active EE | $7,672 | $4,640+65.3% | $4,048+89.6% | $6,407+19.8% |
| Admin fee / account holder | $4,713 | $10,129-53.5% | $8,703-45.8% | $12,270-61.6% |