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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 | $107,707 | $67,602+59.3% | $82,312+30.9% | $70,126+53.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.24% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $4,033 | $1,755+129.8% | $2,428+66.1% | $2,343+72.2% |
| Participant deferral / active EE | $12,385 | $2,987+314.6% | $3,706+234.2% | $3,332+271.7% |
| Admin fee / account holder | $608 | $4,512-86.5% | $5,608-89.1% | $4,645-86.9% |