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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 | $112,471 | $87,132+29.1% | $105,624+6.5% | $80,959+38.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.01% | 17.03%-5.0pp | 116.20%-104.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,640 | $2,397-31.6% | $3,168-48.2% | $2,757-40.5% |
| Participant deferral / active EE | $1,964 | $3,985-50.7% | $5,013-60.8% | $4,300-54.3% |
| Admin fee / account holder | $4,355 | $8,449-48.5% | $10,961-60.3% | $6,925-37.1% |