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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 | $146,436 | $102,609+42.7% | $98,090+49.3% | $138,895+5.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 17.73% | 36.44%-18.7pp | 37.05%-19.3pp | 145.39%-127.7pp |
| Employer contribution / active EE | $20,997 | $3,867+442.9% | $3,606+482.2% | $4,194+400.6% |
| Participant deferral / active EE | $17,195 | $8,167+110.5% | $7,845+119.2% | $6,396+168.8% |
| Admin fee / account holder | $5,266 | $11,434-53.9% | $11,815-55.4% | $12,562-58.1% |