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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 | $77,460+11.0% | $100,378-14.3% | $80,925+6.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 14.37% | 37.24%-22.9pp | 49.41%-35.0pp | 35.65%-21.3pp |
| Employer contribution / active EE | $5,046 | $2,801+80.1% | $3,942+28.0% | $2,756+83.1% |
| Participant deferral / active EE | $10,604 | $6,818+55.5% | $8,087+31.1% | $4,299+146.7% |
| Admin fee / account holder | $20,044 | $5,887+240.5% | $7,899+153.7% | $6,940+188.8% |