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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 | $248,875 | $184,014+35.2% | $161,149+54.4% | $138,895+79.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.31% | 21.52%-5.2pp | 21.16%-4.8pp | 145.39%-129.1pp |
| Employer contribution / active EE | $6,365 | $5,055+25.9% | $4,360+46.0% | $4,194+51.8% |
| Participant deferral / active EE | $18,105 | $6,909+162.0% | $6,153+194.2% | $6,396+183.1% |
| Admin fee / account holder | $48,717 | $18,027+170.2% | $15,194+220.6% | $12,562+287.8% |