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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 | $100,687 | $153,769-34.5% | $133,975-24.8% | $273,972-63.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.76% | 36.51%-23.8pp | 29.29%-16.5pp | 41.46%-28.7pp |
| Employer contribution / active EE | $22,535 | $6,029+273.8% | $5,211+332.4% | $4,869+362.9% |
| Participant deferral / active EE | $12,399 | $6,958+78.2% | $6,282+97.4% | $5,287+134.5% |
| Admin fee / account holder | $531 | $11,765-95.5% | $9,324-94.3% | $10,133-94.8% |