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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 | $82,825 | $155,555-46.8% | $146,866-43.6% | $155,188-46.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.75% | 115.41%-97.7pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $4,376 | $4,647-5.8% | $4,425-1.1% | $4,248+3.0% |
| Participant deferral / active EE | $5,484 | $8,044-31.8% | $7,759-29.3% | $6,531-16.0% |
| Admin fee / account holder | $4,702 | $14,755-68.1% | $13,620-65.5% | $14,480-67.5% |