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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 | $243,603 | $181,896+33.9% | $156,551+55.6% | $273,972-11.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.04% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $7,544 | $6,248+20.7% | $5,501+37.1% | $4,869+54.9% |
| Participant deferral / active EE | $7,387 | $5,550+33.1% | $4,871+51.7% | $5,287+39.7% |
| Admin fee / account holder | $1,756 | $15,560-88.7% | $13,028-86.5% | $10,133-82.7% |