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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 | $202,482 | $199,109+1.7% | $173,730+16.5% | $154,746+30.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.85% | 20.02%-10.2pp | 19.96%-10.1pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,584 | $5,311-70.2% | $4,577-65.4% | $4,379-63.8% |
| Participant deferral / active EE | $4,153 | $7,113-41.6% | $6,326-34.4% | $6,730-38.3% |
| Admin fee / account holder | $5,142 | $20,916-75.4% | $17,523-70.7% | $14,365-64.2% |