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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 | $98,366 | $71,197+38.2% | $93,669+5.0% | $80,925+21.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 16.72% | 11.27%+5.4pp | 133.59%-116.9pp | 35.65%-18.9pp |
| Employer contribution / active EE | $3,737 | $1,565+138.8% | $2,424+54.2% | $2,756+35.6% |
| Participant deferral / active EE | $5,085 | $4,036+26.0% | $4,416+15.2% | $4,299+18.3% |
| Admin fee / account holder | $879 | $6,959-87.4% | $8,291-89.4% | $6,940-87.3% |