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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 | $120,589 | $113,338+6.4% | $94,993+26.9% | $147,586-18.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 20.15% | 20.80%-0.6pp | 27.14%-7.0pp | 578.59%-558.4pp |
| Employer contribution / active EE | $1,989 | $3,160-37.1% | $2,603-23.6% | $4,876-59.2% |
| Participant deferral / active EE | $7,069 | $3,777+87.2% | $3,317+113.1% | $5,439+30.0% |
| Admin fee / account holder | $497 | $6,063-91.8% | $4,960-90.0% | $10,886-95.4% |