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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 | $110,560 | $92,798+19.1% | $96,707+14.3% | $137,256-19.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 25.00% | 31.24%-6.2pp | 34.78%-9.8pp | 220.34%-195.3pp |
| Employer contribution / active EE | $3,396 | $4,147-18.1% | $4,191-19.0% | $4,156-18.3% |
| Participant deferral / active EE | $12,043 | $5,877+104.9% | $5,997+100.8% | $6,407+88.0% |
| Admin fee / account holder | $1,821 | $7,946-77.1% | $7,503-75.7% | $12,270-85.2% |