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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 | $221,564 | $165,399+34.0% | $149,745+48.0% | $158,982+39.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.66% | 348.34%-334.7pp | 276.72%-263.1pp | 302.99%-289.3pp |
| Employer contribution / active EE | $1,069 | $5,105-79.0% | $4,646-77.0% | $4,763-77.5% |
| Participant deferral / active EE | $5,405 | $7,183-24.8% | $6,843-21.0% | $5,983-9.7% |
| Admin fee / account holder | $1,311 | $10,811-87.9% | $9,312-85.9% | $11,252-88.4% |