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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 | $208,760 | $222,882-6.3% | $182,153+14.6% | $198,609+5.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.7%+34.3pp | 82.4%+17.6pp |
| Annual return | 7.05% | 38.53%-31.5pp | 35.04%-28.0pp | 202.70%-195.6pp |
| Employer contribution / active EE | $6,931 | $2,741+152.9% | $2,593+167.3% | $5,055+37.1% |
| Participant deferral / active EE | $5,541 | $4,212+31.5% | $3,776+46.7% | $6,977-20.6% |
| Admin fee / account holder | $3,999 | $8,972-55.4% | $9,477-57.8% | $19,030-79.0% |