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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 | $143,969-51.2% | $199,883-64.9% | $82,637-15.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 22.01% | 25.67%-3.7pp | 43.81%-21.8pp | 53.51%-31.5pp |
| Employer contribution / active EE | $9,210 | $4,632+98.8% | $6,261+47.1% | $2,552+260.9% |
| Participant deferral / active EE | $9,756 | $6,937+40.6% | $9,138+6.8% | $4,126+136.4% |
| Admin fee / account holder | $2,317 | $14,597-84.1% | $17,268-86.6% | $7,339-68.4% |