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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 | $93,790 | $86,050+9.0% | $189,758-50.6% | $94,015-0.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 18.88% | 17.77%+1.1pp | 52.62%-33.7pp | 17.84%+1.0pp |
| Employer contribution / active EE | $10,057 | $2,819+256.7% | $4,767+111.0% | $2,790+260.5% |
| Participant deferral / active EE | $8,452 | $3,349+152.4% | $5,856+44.3% | $4,249+98.9% |
| Admin fee / account holder | $1,170 | $6,627-82.3% | $20,388-94.3% | $8,951-86.9% |