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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 | $85,989 | $77,523+10.9% | $100,383-14.3% | $80,874+6.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 14.37% | 37.21%-22.8pp | 49.26%-34.9pp | 35.62%-21.2pp |
| Employer contribution / active EE | $5,046 | $2,801+80.1% | $3,944+27.9% | $2,756+83.1% |
| Participant deferral / active EE | $10,604 | $6,822+55.4% | $8,086+31.1% | $4,297+146.8% |
| Admin fee / account holder | $20,044 | $5,899+239.8% | $7,900+153.7% | $6,935+189.0% |