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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 | $43,207 | $181,896-76.2% | $156,551-72.4% | $273,972-84.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 17.00% | 30.74%-13.7pp | 32.23%-15.2pp | 41.46%-24.5pp |
| Employer contribution / active EE | $10,375 | $6,248+66.1% | $5,501+88.6% | $4,869+113.1% |
| Participant deferral / active EE | $9,204 | $5,550+65.8% | $4,871+89.0% | $5,287+74.1% |
| Admin fee / account holder | $1,277 | $15,560-91.8% | $13,028-90.2% | $10,133-87.4% |