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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 | $118,421 | $92,798+27.6% | $96,707+22.5% | $137,256-13.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 17.94% | 31.24%-13.3pp | 34.78%-16.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,060 | $4,147-74.4% | $4,191-74.7% | $4,156-74.5% |
| Participant deferral / active EE | $10,217 | $5,877+73.9% | $5,997+70.4% | $6,407+59.5% |
| Admin fee / account holder | $1,331 | $7,946-83.2% | $7,503-82.3% | $12,270-89.1% |