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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 | $123,113 | $67,602+82.1% | $82,312+49.6% | $70,126+75.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.00% | 21.57%-6.6pp | 25.88%-10.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $7,946 | $1,755+352.8% | $2,428+227.2% | $2,343+239.2% |
| Participant deferral / active EE | $5,666 | $2,987+89.7% | $3,706+52.9% | $3,332+70.1% |
| Admin fee / account holder | $10,026 | $4,512+122.2% | $5,608+78.8% | $4,645+115.8% |