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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 | $121,251 | $110,379+9.8% | $102,412+18.4% | $145,884-16.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.94% | 24.84%-13.9pp | 24.94%-14.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,745 | $4,216-34.9% | $3,870-29.1% | $4,662-41.1% |
| Participant deferral / active EE | $8,785 | $5,622+56.3% | $5,060+73.6% | $6,690+31.3% |
| Admin fee / account holder | $70,105 | $9,745+619.4% | $8,388+735.8% | $13,392+423.5% |