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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 | $120,407 | $77,472+55.4% | $100,415+19.9% | $80,959+48.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 13.03% | 37.26%-24.2pp | 49.47%-36.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $3,176 | $2,800+13.4% | $3,943-19.4% | $2,757+15.2% |
| Participant deferral / active EE | $8,277 | $6,818+21.4% | $8,091+2.3% | $4,300+92.5% |
| Admin fee / account holder | $1,010 | $5,885-82.8% | $7,906-87.2% | $6,925-85.4% |