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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 | $110,651 | $112,729-1.8% | $98,716+12.1% | $137,256-19.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.99% | 38.48%-23.5pp | 31.81%-16.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,701 | $2,725-0.9% | $2,279+18.5% | $4,156-35.0% |
| Participant deferral / active EE | $6,574 | $4,640+41.7% | $4,048+62.4% | $6,407+2.6% |
| Admin fee / account holder | $18,334 | $10,129+81.0% | $8,703+110.7% | $12,270+49.4% |