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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 | $215,258 | $201,264+7.0% | $184,185+16.9% | $145,978+47.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.69% | 29.00%-17.3pp | 28.81%-17.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $3,319 | $7,021-52.7% | $6,426-48.4% | $4,662-28.8% |
| Participant deferral / active EE | $6,604 | $9,806-32.7% | $9,132-27.7% | $6,690-1.3% |
| Admin fee / account holder | $4,781 | $16,376-70.8% | $13,909-65.6% | $13,400-64.3% |