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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 | $207,507 | $145,431+42.7% | $211,142-1.7% | $87,485+137.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 14.71% | 27.21%-12.5pp | 46.84%-32.1pp | 26.06%-11.3pp |
| Employer contribution / active EE | $6,886 | $4,662+47.7% | $6,442+6.9% | $2,596+165.2% |
| Participant deferral / active EE | $12,135 | $6,859+76.9% | $9,284+30.7% | $4,274+184.0% |
| Admin fee / account holder | $10,787 | $17,052-36.7% | $19,076-43.5% | $7,775+38.7% |