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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 | $94,031+26.3% | $115,768+2.6% | $82,448+44.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 16.70% | 20.61%-3.9pp | 100.46%-83.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $7,237 | $2,323+211.5% | $2,940+146.2% | $2,551+183.7% |
| Participant deferral / active EE | $4,354 | $3,972+9.6% | $4,917-11.4% | $4,139+5.2% |
| Admin fee / account holder | $4,056 | $10,249-60.4% | $12,439-67.4% | $7,234-43.9% |