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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 | $33,394 | $135,956-75.4% | $123,894-73.0% | $273,972-87.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.18% | 56.63%-47.5pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $5,706 | $5,170+10.4% | $4,617+23.6% | $4,869+17.2% |
| Participant deferral / active EE | $7,649 | $6,343+20.6% | $5,984+27.8% | $5,287+44.7% |
| Admin fee / account holder | $3,838 | $9,817-60.9% | $8,357-54.1% | $10,133-62.1% |