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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 | $51,190 | $199,109-74.3% | $173,730-70.5% | $154,746-66.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.35% | 20.02%-7.7pp | 19.96%-7.6pp | 172.34%-160.0pp |
| Employer contribution / active EE | $5,431 | $5,311+2.3% | $4,577+18.6% | $4,379+24.0% |
| Participant deferral / active EE | $7,141 | $7,113+0.4% | $6,326+12.9% | $6,730+6.1% |
| Admin fee / account holder | $2,142 | $20,916-89.8% | $17,523-87.8% | $14,365-85.1% |