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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 | $99,894 | $106,864-6.5% | $147,318-32.2% | $82,637+20.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.12% | 27.49%-8.4pp | 70.43%-51.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $4,114 | $3,417+20.4% | $4,593-10.4% | $2,552+61.2% |
| Participant deferral / active EE | $8,690 | $6,496+33.8% | $7,906+9.9% | $4,126+110.6% |
| Admin fee / account holder | $555 | $8,415-93.4% | $13,708-96.0% | $7,339-92.4% |