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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 | $75,701 | $153,774-50.8% | $133,981-43.5% | $273,968-72.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.82% | 36.51%-29.7pp | 29.30%-22.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,025 | $6,029-66.4% | $5,211-61.1% | $4,869-58.4% |
| Participant deferral / active EE | $3,976 | $6,958-42.9% | $6,282-36.7% | $5,287-24.8% |
| Admin fee / account holder | $645 | $11,765-94.5% | $9,324-93.1% | $10,132-93.6% |