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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 | $210,356 | $126,661+66.1% | $113,397+85.5% | $138,895+51.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 25.98% | 25.05%+0.9pp | 23.20%+2.8pp | 145.39%-119.4pp |
| Employer contribution / active EE | $2,199 | $3,456-36.4% | $2,977-26.1% | $4,194-47.6% |
| Participant deferral / active EE | $4,255 | $5,693-25.2% | $5,076-16.2% | $6,396-33.5% |
| Admin fee / account holder | $15,108 | $14,549+3.8% | $11,957+26.4% | $12,562+20.3% |