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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 | $117,885 | $80,984+45.6% | $96,569+22.1% | $75,173+56.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.91% | 27.05%-14.1pp | 25.87%-13.0pp | 160.65%-147.7pp |
| Employer contribution / active EE | $6,758 | $2,282+196.1% | $2,965+127.9% | $2,670+153.1% |
| Participant deferral / active EE | $6,359 | $3,929+61.8% | $4,851+31.1% | $4,126+54.1% |
| Admin fee / account holder | $4,428 | $6,720-34.1% | $8,251-46.3% | $5,651-21.7% |