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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 | $119,781 | $93,064+28.7% | $74,577+60.6% | $273,972-56.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.89% | 26.18%-20.3pp | 20.47%-14.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $9,052 | $3,160+186.5% | $2,525+258.5% | $4,869+85.9% |
| Participant deferral / active EE | $7,620 | $4,160+83.1% | $3,458+120.3% | $5,287+44.1% |
| Admin fee / account holder | $1,440 | $5,273-72.7% | $4,138-65.2% | $10,133-85.8% |