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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 | $169,123 | $140,592+20.3% | $123,105+37.4% | $125,389+34.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.64% | 16.80%-16.2pp | 13.22%-12.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $7,190 | $6,041+19.0% | $5,151+39.6% | $4,866+47.8% |
| Participant deferral / active EE | $11,755 | $6,980+68.4% | $6,229+88.7% | $5,352+119.7% |
| Admin fee / account holder | $25,441 | $11,198+127.2% | $9,014+182.2% | $9,541+166.7% |