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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 | $76,160 | $126,661-39.9% | $113,397-32.8% | $138,895-45.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.80% | 25.05%-13.3pp | 23.20%-11.4pp | 145.39%-133.6pp |
| Employer contribution / active EE | $6,569 | $3,456+90.1% | $2,977+120.6% | $4,194+56.6% |
| Participant deferral / active EE | $11,994 | $5,693+110.7% | $5,076+136.3% | $6,396+87.5% |
| Admin fee / account holder | $73,370 | $14,549+404.3% | $11,957+513.6% | $12,562+484.1% |