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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 | $213,882 | $138,366+54.6% | $184,185+16.1% | $80,911+164.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.26% | 20.02%-8.8pp | 28.81%-17.6pp | 35.63%-24.4pp |
| Employer contribution / active EE | $5,752 | $4,849+18.6% | $6,426-10.5% | $2,756+108.7% |
| Participant deferral / active EE | $13,772 | $7,074+94.7% | $9,132+50.8% | $4,297+220.5% |
| Admin fee / account holder | $11,054 | $10,484+5.4% | $13,909-20.5% | $6,935+59.4% |