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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 | $133,082 | $153,769-13.5% | $133,975-0.7% | $273,972-51.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.15% | 36.51%-30.4pp | 29.29%-23.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $12,545 | $6,029+108.1% | $5,211+140.7% | $4,869+157.7% |
| Participant deferral / active EE | $3,395 | $6,958-51.2% | $6,282-46.0% | $5,287-35.8% |
| Admin fee / account holder | $1,975 | $11,765-83.2% | $9,324-78.8% | $10,133-80.5% |