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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 | $190,489 | $153,769+23.9% | $133,975+42.2% | $273,972-30.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.63% | 36.51%-29.9pp | 29.29%-22.7pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,752 | $6,029-70.9% | $5,211-66.4% | $4,869-64.0% |
| Participant deferral / active EE | $4,572 | $6,958-34.3% | $6,282-27.2% | $5,287-13.5% |
| Admin fee / account holder | $13,281 | $11,765+12.9% | $9,324+42.4% | $10,133+31.1% |