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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 | $217,828 | $78,015+179.2% | $178,505+22.0% | $80,959+169.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 13.29% | 18.10%-4.8pp | 27.16%-13.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,194 | $2,281+40.0% | $3,955-19.2% | $2,757+15.8% |
| Participant deferral / active EE | $4,407 | $4,4060% | $6,280-29.8% | $4,300+2.5% |
| Admin fee / account holder | $3,620 | $7,160-49.4% | $10,428-65.3% | $6,925-47.7% |