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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 | $95,642 | $88,996+7.5% | $78,004+22.6% | $138,895-31.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 18.75% | 28.03%-9.3pp | 31.07%-12.3pp | 145.39%-126.6pp |
| Employer contribution / active EE | $9,046 | $2,917+210.1% | $2,469+266.4% | $4,194+115.7% |
| Participant deferral / active EE | $17,079 | $4,724+261.5% | $4,092+317.4% | $6,396+167.0% |
| Admin fee / account holder | $568 | $8,807-93.6% | $7,578-92.5% | $12,562-95.5% |