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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 | $102,259 | $93,064+9.9% | $74,577+37.1% | $273,972-62.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.87% | 26.18%-18.3pp | 20.47%-12.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $15,858 | $3,160+401.8% | $2,525+528.0% | $4,869+225.7% |
| Participant deferral / active EE | $24,456 | $4,160+487.8% | $3,458+607.2% | $5,287+362.6% |
| Admin fee / account holder | $468 | $5,273-91.1% | $4,138-88.7% | $10,133-95.4% |