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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 | $126,542 | $153,311-17.5% | $109,313+15.8% | $273,972-53.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.07% | 29.86%-26.8pp | 22.07%-19.0pp | 41.46%-38.4pp |
| Employer contribution / active EE | $8,297 | $5,619+47.7% | $3,892+113.2% | $4,869+70.4% |
| Participant deferral / active EE | $12,413 | $3,932+215.7% | $3,166+292.0% | $5,287+134.8% |
| Admin fee / account holder | $26,832 | $8,076+232.3% | $5,666+373.5% | $10,133+164.8% |