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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 | $195,393 | $153,774+27.1% | $133,981+45.8% | $273,968-28.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.38% | 36.51%-27.1pp | 29.30%-19.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $4,257 | $6,029-29.4% | $5,211-18.3% | $4,869-12.6% |
| Participant deferral / active EE | $15,492 | $6,958+122.6% | $6,282+146.6% | $5,287+193.0% |
| Admin fee / account holder | $1,020 | $11,765-91.3% | $9,324-89.1% | $10,132-89.9% |