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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 | $41,757 | $135,956-69.3% | $123,894-66.3% | $273,972-84.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.20% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,060 | $5,170-60.2% | $4,617-55.4% | $4,869-57.7% |
| Participant deferral / active EE | $5,109 | $6,343-19.5% | $5,984-14.6% | $5,287-3.4% |
| Admin fee / account holder | $344 | $9,817-96.5% | $8,357-95.9% | $10,133-96.6% |