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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 | $118,802 | $94,436+25.8% | $115,599+2.8% | $82,637+43.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 16.70% | 18.37%-1.7pp | 111.10%-94.4pp | 53.51%-36.8pp |
| Employer contribution / active EE | $7,237 | $2,324+211.5% | $2,955+144.9% | $2,552+183.6% |
| Participant deferral / active EE | $4,354 | $3,955+10.1% | $4,889-10.9% | $4,126+5.5% |
| Admin fee / account holder | $4,056 | $10,328-60.7% | $12,841-68.4% | $7,339-44.7% |