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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 | $141,726 | $118,488+19.6% | $98,462+43.9% | $139,487+1.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.77% | 18.96%-8.2pp | 21.17%-10.4pp | 373.84%-363.1pp |
| Employer contribution / active EE | $3,347 | $3,611-7.3% | $3,049+9.8% | $4,755-29.6% |
| Participant deferral / active EE | $5,009 | $5,393-7.1% | $4,738+5.7% | $6,713-25.4% |
| Admin fee / account holder | $36,592 | $13,868+163.8% | $8,875+312.3% | $11,407+220.8% |