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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 | $125,361 | $106,524+17.7% | $152,301-17.7% | $87,485+43.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 22.32% | 26.89%-4.6pp | 80.50%-58.2pp | 26.06%-3.7pp |
| Employer contribution / active EE | $12,768 | $3,371+278.7% | $4,624+176.1% | $2,596+391.8% |
| Participant deferral / active EE | $9,601 | $6,525+47.1% | $8,004+20.0% | $4,274+124.7% |
| Admin fee / account holder | $8,415 | $8,287+1.5% | $14,398-41.6% | $7,775+8.2% |