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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 | $113,330 | $135,905-16.6% | $126,068-10.1% | $198,609-42.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.42% | 14.07%+5.4pp | 15.01%+4.4pp | 202.70%-183.3pp |
| Employer contribution / active EE | $10,549 | $4,245+148.5% | $3,968+165.9% | $5,055+108.7% |
| Participant deferral / active EE | $25,111 | $8,523+194.6% | $8,214+205.7% | $6,977+259.9% |
| Admin fee / account holder | $13,804 | $21,036-34.4% | $18,264-24.4% | $19,030-27.5% |