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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 | $122,016 | $106,749+14.3% | $145,433-16.1% | $82,448+48.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.59% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,335 | $3,444-32.2% | $4,554-48.7% | $2,551-8.5% |
| Participant deferral / active EE | $11,737 | $6,519+80.1% | $7,897+48.6% | $4,139+183.6% |
| Admin fee / account holder | $10,516 | $8,390+25.3% | $13,129-19.9% | $7,234+45.4% |