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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 | $181,506 | $215,361-15.7% | $171,082+6.1% | $273,972-33.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 45.82% | 25.14%+20.7pp | 32.56%+13.3pp | 41.46%+4.4pp |
| Employer contribution / active EE | $2,729 | $4,967-45.1% | $4,002-31.8% | $4,869-43.9% |
| Participant deferral / active EE | $5,524 | $5,543-0.3% | $4,797+15.1% | $5,287+4.5% |
| Admin fee / account holder | $72,796 | $10,846+571.2% | $8,520+754.4% | $10,133+618.4% |