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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 | $200,162 | $138,366+44.7% | $184,185+8.7% | $80,911+147.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.84% | 20.02%-3.2pp | 28.81%-12.0pp | 35.63%-18.8pp |
| Employer contribution / active EE | $7,446 | $4,849+53.6% | $6,426+15.9% | $2,756+170.2% |
| Participant deferral / active EE | $5,699 | $7,074-19.4% | $9,132-37.6% | $4,297+32.6% |
| Admin fee / account holder | $6,266 | $10,484-40.2% | $13,909-55.0% | $6,935-9.6% |