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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 | $65,664 | $100,970-35.0% | $96,576-32.0% | $137,256-52.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.72% | 38.16%-22.4pp | 38.47%-22.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,417 | $3,809-36.5% | $3,553-32.0% | $4,156-41.8% |
| Participant deferral / active EE | $4,117 | $8,286-50.3% | $7,956-48.3% | $6,407-35.7% |
| Admin fee / account holder | $11,350 | $11,312+0.3% | $11,381-0.3% | $12,270-7.5% |