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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 | $120,515 | $81,446+48.0% | $103,374+16.6% | $80,874+49.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.60% | 25.57%-13.0pp | 24.89%-12.3pp | 35.62%-23.0pp |
| Employer contribution / active EE | $9,111 | $3,107+193.2% | $3,869+135.5% | $2,756+230.6% |
| Participant deferral / active EE | $6,914 | $3,870+78.7% | $5,058+36.7% | $4,297+60.9% |
| Admin fee / account holder | $4,349 | $6,715-35.2% | $8,394-48.2% | $6,935-37.3% |