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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 | $91,033 | $97,550-6.7% | $120,344-24.4% | $87,485+4.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.43% | 18.41%-2.0pp | 20.30%-3.9pp | 26.06%-9.6pp |
| Employer contribution / active EE | $6,437 | $2,291+181.0% | $3,020+113.1% | $2,596+147.9% |
| Participant deferral / active EE | $5,162 | $4,230+22.0% | $5,135+0.5% | $4,274+20.8% |
| Admin fee / account holder | $15,805 | $9,543+65.6% | $12,742+24.0% | $7,775+103.3% |