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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 | $103,792 | $106,524-2.6% | $152,301-31.9% | $87,485+18.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.31% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.8pp |
| Employer contribution / active EE | $6,748 | $3,371+100.2% | $4,624+45.9% | $2,596+159.9% |
| Participant deferral / active EE | $10,816 | $6,525+65.8% | $8,004+35.1% | $4,274+153.1% |
| Admin fee / account holder | $4,316 | $8,287-47.9% | $14,398-70.0% | $7,775-44.5% |