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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 | $93,999 | $90,674+3.7% | $96,707-2.8% | $82,448+14.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 15.32% | 49.05%-33.7pp | 34.78%-19.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $5,741 | $3,975+44.4% | $4,191+37.0% | $2,551+125.0% |
| Participant deferral / active EE | $3,896 | $5,696-31.6% | $5,997-35.0% | $4,139-5.9% |
| Admin fee / account holder | $2,713 | $7,568-64.2% | $7,503-63.8% | $7,234-62.5% |