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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 | $224,143 | $97,289+130.4% | $92,805+141.5% | $155,188+44.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.73% | 29.03%-8.3pp | 31.59%-10.9pp | 148.84%-128.1pp |
| Employer contribution / active EE | $3,834 | $3,632+5.6% | $3,424+12.0% | $4,248-9.7% |
| Participant deferral / active EE | $18,240 | $8,795+107.4% | $8,448+115.9% | $6,531+179.3% |
| Admin fee / account holder | $405 | $12,015-96.6% | $10,911-96.3% | $14,480-97.2% |