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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 | $240,350 | $153,769+56.3% | $133,975+79.4% | $273,972-12.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.04% | 36.51%-26.5pp | 29.29%-19.3pp | 41.46%-31.4pp |
| Employer contribution / active EE | $11,777 | $6,029+95.4% | $5,211+126.0% | $4,869+141.9% |
| Participant deferral / active EE | $11,651 | $6,958+67.4% | $6,282+85.5% | $5,287+120.4% |
| Admin fee / account holder | $1,830 | $11,765-84.4% | $9,324-80.4% | $10,133-81.9% |