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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 | $102,469 | $72,269+41.8% | $101,271+1.2% | $79,852+28.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 22.76% | 22.29%+0.5pp | 46.48%-23.7pp | 31.72%-9.0pp |
| Employer contribution / active EE | $3,020 | $2,692+12.2% | $3,660-17.5% | $2,471+22.2% |
| Participant deferral / active EE | $3,443 | $3,282+4.9% | $4,371-21.2% | $3,740-7.9% |
| Admin fee / account holder | $1,007 | $4,401-77.1% | $5,948-83.1% | $5,306-81.0% |