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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 | $150,071 | $108,825+37.9% | $156,181-3.9% | $82,448+82.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 20.80% | 20.59%+0.2pp | 64.87%-44.1pp | 41.64%-20.8pp |
| Employer contribution / active EE | $10,736 | $2,870+274.1% | $4,294+150.0% | $2,551+320.9% |
| Participant deferral / active EE | $12,442 | $4,577+171.8% | $6,132+102.9% | $4,139+200.6% |
| Admin fee / account holder | $3,706 | $9,341-60.3% | $14,586-74.6% | $7,234-48.8% |