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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 | $121,434 | $99,345+22.2% | $84,753+43.3% | $273,972-55.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.17% | 22.93%-12.8pp | 22.78%-12.6pp | 41.46%-31.3pp |
| Employer contribution / active EE | $16,137 | $4,214+282.9% | $3,574+351.5% | $4,869+231.4% |
| Participant deferral / active EE | $9,222 | $4,270+116.0% | $3,712+148.4% | $5,287+74.4% |
| Admin fee / account holder | $10,718 | $6,645+61.3% | $5,333+101.0% | $10,133+5.8% |