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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 | $71,946 | $181,896-60.4% | $156,551-54.0% | $273,972-73.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.38% | 30.74%-22.4pp | 32.23%-23.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $35,000 | $6,248+460.2% | $5,501+536.2% | $4,869+618.9% |
| Participant deferral / active EE | $15,750 | $5,550+183.8% | $4,871+223.3% | $5,287+197.9% |
| Admin fee / account holder | $553 | $15,560-96.4% | $13,028-95.8% | $10,133-94.5% |