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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 | $110,293 | $69,977+57.6% | $108,582+1.6% | $62,881+75.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 10.59% | 10.73%-0.1pp | -51.70%+62.3pp | 20.14%-9.6pp |
| Employer contribution / active EE | $6,784 | $2,135+217.8% | $3,758+80.5% | $2,281+197.4% |
| Participant deferral / active EE | $6,779 | $3,165+114.2% | $4,311+57.3% | $3,203+111.7% |
| Admin fee / account holder | $2,515 | $5,076-50.5% | $7,645-67.1% | $4,296-41.5% |