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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 | $63,854 | $184,014-65.3% | $161,149-60.4% | $138,895-54.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.52% | 21.52%-7.0pp | 21.16%-6.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $8,100 | $5,055+60.2% | $4,360+85.8% | $4,194+93.1% |
| Participant deferral / active EE | $12,570 | $6,909+81.9% | $6,153+104.3% | $6,396+96.5% |
| Admin fee / account holder | $4,803 | $18,027-73.4% | $15,194-68.4% | $12,562-61.8% |