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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 | $77,122 | $153,769-49.8% | $133,975-42.4% | $273,972-71.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.52% | 36.51%-28.0pp | 29.29%-20.8pp | 41.46%-32.9pp |
| Employer contribution / active EE | $4,635 | $6,029-23.1% | $5,211-11.1% | $4,869-4.8% |
| Participant deferral / active EE | $15,166 | $6,958+118.0% | $6,282+141.4% | $5,287+186.8% |
| Admin fee / account holder | $22,221 | $11,765+88.9% | $9,324+138.3% | $10,133+119.3% |