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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 | $66,759 | $181,896-63.3% | $156,551-57.4% | $273,972-75.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.41% | 30.74%-27.3pp | 32.23%-28.8pp | 41.46%-38.0pp |
| Employer contribution / active EE | $8,543 | $6,248+36.7% | $5,501+55.3% | $4,869+75.5% |
| Participant deferral / active EE | $9,041 | $5,550+62.9% | $4,871+85.6% | $5,287+71.0% |
| Admin fee / account holder | $14,122 | $15,560-9.2% | $13,028+8.4% | $10,133+39.4% |