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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 | $109,704 | $135,956-19.3% | $123,894-11.5% | $273,972-60.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.22% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $11,409 | $5,170+120.7% | $4,617+147.1% | $4,869+134.3% |
| Participant deferral / active EE | $6,642 | $6,343+4.7% | $5,984+11.0% | $5,287+25.6% |
| Admin fee / account holder | $343 | $9,817-96.5% | $8,357-95.9% | $10,133-96.6% |