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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 | $148,862 | $112,729+32.1% | $98,716+50.8% | $137,256+8.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 31.87% | 38.48%-6.6pp | 31.81%+0.1pp | 220.34%-188.5pp |
| Employer contribution / active EE | $8,535 | $2,725+213.2% | $2,279+274.6% | $4,156+105.4% |
| Participant deferral / active EE | $3,035 | $4,640-34.6% | $4,048-25.0% | $6,407-52.6% |
| Admin fee / account holder | $1,263 | $10,129-87.5% | $8,703-85.5% | $12,270-89.7% |