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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 | $70,208 | $146,267-52.0% | $197,124-64.4% | $82,448-14.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 22.01% | 29.61%-7.6pp | 44.34%-22.3pp | 41.64%-19.6pp |
| Employer contribution / active EE | $9,210 | $4,723+95.0% | $6,227+47.9% | $2,551+261.0% |
| Participant deferral / active EE | $9,756 | $7,035+38.7% | $9,135+6.8% | $4,139+135.7% |
| Admin fee / account holder | $2,317 | $14,422-83.9% | $16,298-85.8% | $7,234-68.0% |