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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 | $80,057 | $106,749-25.0% | $145,433-45.0% | $82,448-2.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.16% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $4,428 | $3,444+28.6% | $4,554-2.8% | $2,551+73.6% |
| Participant deferral / active EE | $8,046 | $6,519+23.4% | $7,897+1.9% | $4,139+94.4% |
| Admin fee / account holder | $17,394 | $8,390+107.3% | $13,129+32.5% | $7,234+140.4% |