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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 | $102,719 | $86,940+18.1% | $102,434+0.3% | $80,935+26.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.14% | 18.89%-6.7pp | 29.46%-17.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $10,046 | $2,370+323.9% | $3,023+232.3% | $2,757+264.4% |
| Participant deferral / active EE | $4,704 | $4,121+14.1% | $5,055-6.9% | $4,299+9.4% |
| Admin fee / account holder | $461 | $8,047-94.3% | $9,462-95.1% | $6,924-93.3% |