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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 | $90,562 | $69,273+30.7% | $90,796-0.3% | $82,637+9.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 15.84% | 18.37%-2.5pp | 19.29%-3.5pp | 53.51%-37.7pp |
| Employer contribution / active EE | $4,037 | $1,865+116.5% | $2,294+76.0% | $2,552+58.2% |
| Participant deferral / active EE | $8,234 | $3,047+170.2% | $3,822+115.5% | $4,126+99.6% |
| Admin fee / account holder | $4,685 | $5,511-15.0% | $7,024-33.3% | $7,339-36.2% |