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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 | $75,250 | $135,956-44.7% | $123,894-39.3% | $273,972-72.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.30% | 56.63%-43.3pp | 47.52%-34.2pp | 41.46%-28.2pp |
| Employer contribution / active EE | $11,670 | $5,170+125.7% | $4,617+152.8% | $4,869+139.7% |
| Participant deferral / active EE | $13,260 | $6,343+109.1% | $5,984+121.6% | $5,287+150.8% |
| Admin fee / account holder | $406 | $9,817-95.9% | $8,357-95.1% | $10,133-96.0% |