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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 | $97,232 | $63,365+53.4% | $91,994+5.7% | $72,976+33.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 29.93% | 35.35%-5.4pp | 69.04%-39.1pp | 81.02%-51.1pp |
| Employer contribution / active EE | $5,356 | $2,116+153.2% | $3,453+55.1% | $2,440+119.5% |
| Participant deferral / active EE | $11,296 | $4,883+131.3% | $5,924+90.7% | $3,608+213.1% |
| Admin fee / account holder | $1,382 | $4,670-70.4% | $7,744-82.2% | $5,124-73.0% |