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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 | $138,358 | $118,488+16.8% | $98,462+40.5% | $139,487-0.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 24.13% | 18.96%+5.2pp | 21.17%+3.0pp | 373.84%-349.7pp |
| Employer contribution / active EE | $4,183 | $3,611+15.8% | $3,049+37.2% | $4,755-12.0% |
| Participant deferral / active EE | $10,421 | $5,393+93.2% | $4,738+119.9% | $6,713+55.3% |
| Admin fee / account holder | $2,600 | $13,868-81.3% | $8,875-70.7% | $11,407-77.2% |