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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 | $63,054 | $153,769-59.0% | $133,975-52.9% | $273,972-77.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.08% | 36.51%-26.4pp | 29.29%-19.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $10,025 | $6,029+66.3% | $5,211+92.4% | $4,869+105.9% |
| Participant deferral / active EE | $18,118 | $6,958+160.4% | $6,282+188.4% | $5,287+242.7% |
| Admin fee / account holder | $508 | $11,765-95.7% | $9,324-94.6% | $10,133-95.0% |