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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 | $137,372 | $106,864+28.5% | $147,318-6.8% | $82,637+66.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.67% | 27.49%-12.8pp | 70.43%-55.8pp | 53.51%-38.8pp |
| Employer contribution / active EE | $5,164 | $3,417+51.1% | $4,593+12.4% | $2,552+102.3% |
| Participant deferral / active EE | $13,333 | $6,496+105.3% | $7,906+68.6% | $4,126+223.1% |
| Admin fee / account holder | $18,940 | $8,415+125.1% | $13,708+38.2% | $7,339+158.1% |