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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 | $107,343 | $106,864+0.4% | $147,318-27.1% | $82,637+29.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.64% | 27.49%-7.8pp | 70.43%-50.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $2,539 | $3,417-25.7% | $4,593-44.7% | $2,552-0.5% |
| Participant deferral / active EE | $18,422 | $6,496+183.6% | $7,906+133.0% | $4,126+346.5% |
| Admin fee / account holder | $1,993 | $8,415-76.3% | $13,708-85.5% | $7,339-72.8% |