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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 | $103,496 | $153,769-32.7% | $133,975-22.8% | $273,972-62.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.66% | 36.51%-25.9pp | 29.29%-18.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,198 | $6,029-63.5% | $5,211-57.8% | $4,869-54.9% |
| Participant deferral / active EE | $6,964 | $6,958+0.1% | $6,282+10.9% | $5,287+31.7% |
| Admin fee / account holder | $4,415 | $11,765-62.5% | $9,324-52.7% | $10,133-56.4% |