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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 | $122,951 | $101,798+20.8% | $165,071-25.5% | $80,935+51.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 18.41% | 16.73%+1.7pp | 70.17%-51.8pp | 35.66%-17.3pp |
| Employer contribution / active EE | $6,657 | $2,954+125.3% | $4,347+53.1% | $2,757+141.5% |
| Participant deferral / active EE | $6,541 | $4,476+46.1% | $6,035+8.4% | $4,299+52.1% |
| Admin fee / account holder | $664 | $8,221-91.9% | $12,695-94.8% | $6,924-90.4% |