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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 | $129,368 | $114,712+12.8% | $173,730-25.5% | $87,485+47.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 15.23% | 20.18%-5.0pp | 19.96%-4.7pp | 26.06%-10.8pp |
| Employer contribution / active EE | $6,108 | $2,904+110.3% | $4,577+33.4% | $2,596+135.3% |
| Participant deferral / active EE | $6,005 | $4,642+29.4% | $6,326-5.1% | $4,274+40.5% |
| Admin fee / account holder | $3,439 | $10,210-66.3% | $17,523-80.4% | $7,775-55.8% |