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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 | $94,210 | $100,970-6.7% | $96,576-2.5% | $137,256-31.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 32.12% | 38.16%-6.0pp | 38.47%-6.4pp | 220.34%-188.2pp |
| Employer contribution / active EE | $13,993 | $3,809+267.3% | $3,553+293.8% | $4,156+236.7% |
| Participant deferral / active EE | $21,012 | $8,286+153.6% | $7,956+164.1% | $6,407+228.0% |
| Admin fee / account holder | $12,212 | $11,312+8.0% | $11,381+7.3% | $12,270-0.5% |