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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 | $65,308 | $201,264-67.6% | $184,185-64.5% | $145,978-55.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.26% | 29.00%-15.7pp | 28.81%-15.6pp | 550.52%-537.3pp |
| Employer contribution / active EE | $4,076 | $7,021-41.9% | $6,426-36.6% | $4,662-12.6% |
| Participant deferral / active EE | $7,965 | $9,806-18.8% | $9,132-12.8% | $6,690+19.1% |
| Admin fee / account holder | $5,665 | $16,376-65.4% | $13,909-59.3% | $13,400-57.7% |