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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 | $124,743 | $153,311-18.6% | $109,313+14.1% | $273,972-54.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.48% | 29.86%-21.4pp | 22.07%-13.6pp | 41.46%-33.0pp |
| Employer contribution / active EE | $8,325 | $5,619+48.2% | $3,892+113.9% | $4,869+71.0% |
| Participant deferral / active EE | $9,724 | $3,932+147.3% | $3,166+207.1% | $5,287+83.9% |
| Admin fee / account holder | $9,055 | $8,076+12.1% | $5,666+59.8% | $10,133-10.6% |