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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 | $249,877 | $135,956+83.8% | $123,894+101.7% | $273,972-8.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.73% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,862 | $5,170-44.6% | $4,617-38.0% | $4,869-41.2% |
| Participant deferral / active EE | $12,100 | $6,343+90.8% | $5,984+102.2% | $5,287+128.8% |
| Admin fee / account holder | $98,482 | $9,817+903.1% | $8,357+1078.4% | $10,133+871.9% |