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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 | $93,213 | $124,213-25.0% | $118,106-21.1% | $154,746-39.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 15.03% | 18.29%-3.3pp | 19.44%-4.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $7,224 | $4,905+47.3% | $4,698+53.7% | $4,379+65.0% |
| Participant deferral / active EE | $5,533 | $6,859-19.3% | $6,619-16.4% | $6,730-17.8% |
| Admin fee / account holder | $8,473 | $9,627-12.0% | $8,973-5.6% | $14,365-41.0% |