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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 | $107,571 | $97,648+10.2% | $121,663-11.6% | $87,485+23.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 13.16% | 18.03%-4.9pp | 147.54%-134.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,635 | $2,300-28.9% | $3,020-45.9% | $2,596-37.0% |
| Participant deferral / active EE | $2,600 | $3,923-33.7% | $4,887-46.8% | $4,274-39.2% |
| Admin fee / account holder | $32,302 | $11,100+191.0% | $14,289+126.1% | $7,775+315.5% |