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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 | $45,506 | $102,609-55.7% | $98,090-53.6% | $138,895-67.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 28.51% | 36.44%-7.9pp | 37.05%-8.5pp | 145.39%-116.9pp |
| Employer contribution / active EE | $4,106 | $3,867+6.2% | $3,606+13.9% | $4,194-2.1% |
| Participant deferral / active EE | $13,322 | $8,167+63.1% | $7,845+69.8% | $6,396+108.3% |
| Admin fee / account holder | $2,258 | $11,434-80.3% | $11,815-80.9% | $12,562-82.0% |