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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 | $199,683 | $154,228+29.5% | $145,433+37.3% | $137,256+45.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.61% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,746 | $4,804-42.8% | $4,554-39.7% | $4,156-33.9% |
| Participant deferral / active EE | $4,383 | $8,216-46.7% | $7,897-44.5% | $6,407-31.6% |
| Admin fee / account holder | $3,550 | $14,344-75.3% | $13,129-73.0% | $12,270-71.1% |