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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 | $54,787 | $181,896-69.9% | $156,551-65.0% | $273,972-80.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.39% | 30.74%-23.4pp | 32.23%-24.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,985 | $6,248-52.2% | $5,501-45.7% | $4,869-38.7% |
| Participant deferral / active EE | $4,920 | $5,550-11.3% | $4,871+1.0% | $5,287-6.9% |
| Admin fee / account holder | $958 | $15,560-93.8% | $13,028-92.6% | $10,133-90.5% |