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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 | $115,838 | $124,425-6.9% | $112,040+3.4% | $137,256-15.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.80% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,599 | $3,411+93.4% | $2,954+123.4% | $4,156+58.8% |
| Participant deferral / active EE | $10,936 | $5,718+91.2% | $5,098+114.5% | $6,407+70.7% |
| Admin fee / account holder | $5,866 | $15,207-61.4% | $12,098-51.5% | $12,270-52.2% |