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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 | $210,985 | $115,901+82.0% | $100,525+109.9% | $158,931+32.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.70% | 34.80%-22.1pp | 30.89%-18.2pp | 302.86%-290.2pp |
| Employer contribution / active EE | $1,463 | $4,104-64.3% | $3,418-57.2% | $4,761-69.3% |
| Participant deferral / active EE | $6,735 | $6,675+0.9% | $6,270+7.4% | $5,982+12.6% |
| Admin fee / account holder | $19,609 | $10,998+78.3% | $8,082+142.6% | $11,247+74.4% |