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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 | $101,196 | $77,896+29.9% | $134,172-24.6% | $82,448+22.7% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 14.37% | 18.21%-3.8pp | 25.30%-10.9pp | 41.64%-27.3pp |
| Employer contribution / active EE | $8,022 | $2,159+271.5% | $3,420+134.6% | $2,551+214.5% |
| Participant deferral / active EE | $6,090 | $3,162+92.6% | $4,690+29.8% | $4,139+47.1% |
| Admin fee / account holder | $4,541 | $6,336-28.3% | $12,016-62.2% | $7,234-37.2% |