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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 | $249,095 | $153,769+62.0% | $133,975+85.9% | $273,972-9.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.81% | 36.51%-30.7pp | 29.29%-23.5pp | 41.46%-35.6pp |
| Employer contribution / active EE | $9,053 | $6,029+50.2% | $5,211+73.7% | $4,869+85.9% |
| Participant deferral / active EE | $7,828 | $6,958+12.5% | $6,282+24.6% | $5,287+48.1% |
| Admin fee / account holder | $460 | $11,765-96.1% | $9,324-95.1% | $10,133-95.5% |