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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 | $198,471 | $95,453+107.9% | $112,040+77.1% | $82,448+140.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.98% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,736 | $2,318+18.0% | $2,954-7.4% | $2,551+7.2% |
| Participant deferral / active EE | $8,813 | $4,224+108.7% | $5,098+72.9% | $4,139+112.9% |
| Admin fee / account holder | $7,184 | $9,013-20.3% | $12,098-40.6% | $7,234-0.7% |