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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 | $198,857 | $174,379+14.0% | $152,093+30.7% | $138,895+43.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.21% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,867 | $4,652-59.9% | $4,175-55.3% | $4,194-55.5% |
| Participant deferral / active EE | $7,479 | $6,159+21.4% | $5,451+37.2% | $6,396+16.9% |
| Admin fee / account holder | $3,287 | $16,880-80.5% | $14,497-77.3% | $12,562-73.8% |