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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 | $146,129 | $124,425+17.4% | $112,040+30.4% | $137,256+6.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.43% | 24.72%-14.3pp | 24.52%-14.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,675 | $3,411-21.6% | $2,954-9.5% | $4,156-35.6% |
| Participant deferral / active EE | $8,000 | $5,718+39.9% | $5,098+56.9% | $6,407+24.9% |
| Admin fee / account holder | $3,306 | $15,207-78.3% | $12,098-72.7% | $12,270-73.1% |