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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 | $125,463 | $57,590+117.9% | $86,233+45.5% | $82,448+52.2% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 16.39% | 22.41%-6.0pp | 61.39%-45.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,517 | $1,655+172.9% | $2,504+80.4% | $2,551+77.1% |
| Participant deferral / active EE | $2,932 | $3,080-4.8% | $4,559-35.7% | $4,139-29.2% |
| Admin fee / account holder | $4,768 | $4,730+0.8% | $8,342-42.8% | $7,234-34.1% |