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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 | $194,258 | $136,860+41.9% | $120,344+61.4% | $154,746+25.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 18.46% | 21.38%-2.9pp | 20.30%-1.8pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,718 | $3,533-23.1% | $3,020-10.0% | $4,379-37.9% |
| Participant deferral / active EE | $21,240 | $5,793+266.6% | $5,135+313.6% | $6,730+215.6% |
| Admin fee / account holder | $4,229 | $15,393-72.5% | $12,742-66.8% | $14,365-70.6% |