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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 | $103,881 | $199,109-47.8% | $173,730-40.2% | $154,746-32.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.40% | 20.02%-8.6pp | 19.96%-8.6pp | 172.34%-160.9pp |
| Employer contribution / active EE | $2,488 | $5,311-53.2% | $4,577-45.7% | $4,379-43.2% |
| Participant deferral / active EE | $5,160 | $7,113-27.5% | $6,326-18.4% | $6,730-23.3% |
| Admin fee / account holder | $4,524 | $20,916-78.4% | $17,523-74.2% | $14,365-68.5% |