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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 | $116,202 | $100,194+16.0% | $122,979-5.5% | $86,983+33.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 20.82% | 16.47%+4.4pp | 20.12%+0.7pp | 25.83%-5.0pp |
| Employer contribution / active EE | $8,640 | $2,326+271.5% | $3,062+182.1% | $2,584+234.3% |
| Participant deferral / active EE | $16,191 | $4,133+291.7% | $5,003+223.6% | $4,194+286.1% |
| Admin fee / account holder | $3,986 | $10,148-60.7% | $12,864-69.0% | $7,856-49.3% |