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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 | $117,073 | $102,245+14.5% | $89,340+31.0% | $137,256-14.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.48% | 21.89%-4.4pp | 20.57%-3.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $10,769 | $2,529+325.8% | $2,231+382.6% | $4,156+159.1% |
| Participant deferral / active EE | $11,667 | $4,436+163.0% | $3,823+205.2% | $6,407+82.1% |
| Admin fee / account holder | $2,715 | $8,085-66.4% | $6,704-59.5% | $12,270-77.9% |