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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 | $75,007 | $181,896-58.8% | $156,551-52.1% | $273,972-72.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.95% | 30.74%-14.8pp | 32.23%-16.3pp | 41.46%-25.5pp |
| Employer contribution / active EE | $3,868 | $6,248-38.1% | $5,501-29.7% | $4,869-20.6% |
| Participant deferral / active EE | $2,967 | $5,550-46.5% | $4,871-39.1% | $5,287-43.9% |
| Admin fee / account holder | $1,685 | $15,560-89.2% | $13,028-87.1% | $10,133-83.4% |