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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 | $195,918 | $127,779+53.3% | $106,551+83.9% | $167,518+17.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 30.96% | 33.87%-2.9pp | 26.80%+4.2pp | 478.71%-447.7pp |
| Employer contribution / active EE | $2,236 | $3,427-34.7% | $2,819-20.7% | $4,838-53.8% |
| Participant deferral / active EE | $6,408 | $5,088+26.0% | $4,398+45.7% | $6,342+1.0% |
| Admin fee / account holder | $1,451 | $11,228-87.1% | $7,408-80.4% | $12,312-88.2% |