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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 | $124,050 | $124,980-0.7% | $108,359+14.5% | $154,746-19.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.54% | 45.00%-34.5pp | 36.89%-26.4pp | 172.34%-161.8pp |
| Employer contribution / active EE | $2,706 | $2,851-5.1% | $2,399+12.8% | $4,379-38.2% |
| Participant deferral / active EE | $10,644 | $4,743+124.4% | $4,137+157.3% | $6,730+58.2% |
| Admin fee / account holder | $4,024 | $11,502-65.0% | $9,741-58.7% | $14,365-72.0% |