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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 | $58,224 | $118,488-50.9% | $98,462-40.9% | $139,487-58.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.25% | 18.96%+0.3pp | 21.17%-1.9pp | 373.84%-354.6pp |
| Employer contribution / active EE | $2,211 | $3,611-38.8% | $3,049-27.5% | $4,755-53.5% |
| Participant deferral / active EE | $6,288 | $5,393+16.6% | $4,738+32.7% | $6,713-6.3% |
| Admin fee / account holder | $583 | $13,868-95.8% | $8,875-93.4% | $11,407-94.9% |