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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 | $118,150 | $184,014-35.8% | $161,149-26.7% | $138,895-14.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.92% | 21.52%-6.6pp | 21.16%-6.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $3,618 | $5,055-28.4% | $4,360-17.0% | $4,194-13.7% |
| Participant deferral / active EE | $3,887 | $6,909-43.7% | $6,153-36.8% | $6,396-39.2% |
| Admin fee / account holder | $1,252 | $18,027-93.1% | $15,194-91.8% | $12,562-90.0% |