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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 | $100,594 | $106,524-5.6% | $152,301-34.0% | $87,485+15.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 59.72% | 26.89%+32.8pp | 80.50%-20.8pp | 26.06%+33.7pp |
| Employer contribution / active EE | $12,517 | $3,371+271.3% | $4,624+170.7% | $2,596+382.1% |
| Participant deferral / active EE | $10,999 | $6,525+68.6% | $8,004+37.4% | $4,274+157.4% |
| Admin fee / account holder | $4,887 | $8,287-41.0% | $14,398-66.1% | $7,775-37.1% |