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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 | $211,754 | $107,733+96.6% | $92,985+127.7% | $154,746+36.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 14.01% | 30.39%-16.4pp | 27.99%-14.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $6,262 | $3,126+100.3% | $2,662+135.2% | $4,379+43.0% |
| Participant deferral / active EE | $9,973 | $5,053+97.4% | $4,377+127.9% | $6,730+48.2% |
| Admin fee / account holder | $3,329 | $11,369-70.7% | $9,463-64.8% | $14,365-76.8% |