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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 | $81,556 | $181,896-55.2% | $156,551-47.9% | $273,972-70.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.62% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $9,020 | $6,248+44.4% | $5,501+64.0% | $4,869+85.3% |
| Participant deferral / active EE | $10,251 | $5,550+84.7% | $4,871+110.4% | $5,287+93.9% |
| Admin fee / account holder | $2,308 | $15,560-85.2% | $13,028-82.3% | $10,133-77.2% |