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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 | $92,320 | $81,446+13.4% | $103,374-10.7% | $80,874+14.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.84% | 25.57%-12.7pp | 24.89%-12.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $7,551 | $3,107+143.0% | $3,869+95.2% | $2,756+174.0% |
| Participant deferral / active EE | $4,603 | $3,870+18.9% | $5,058-9.0% | $4,297+7.1% |
| Admin fee / account holder | $1,717 | $6,715-74.4% | $8,394-79.5% | $6,935-75.2% |