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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 | $34,603 | $135,956-74.5% | $123,894-72.1% | $273,972-87.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.23% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $6,591 | $5,170+27.5% | $4,617+42.8% | $4,869+35.4% |
| Participant deferral / active EE | $12,993 | $6,343+104.9% | $5,984+117.1% | $5,287+145.7% |
| Admin fee / account holder | $2,516 | $9,817-74.4% | $8,357-69.9% | $10,133-75.2% |