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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 | $71,745 | $181,896-60.6% | $156,551-54.2% | $273,972-73.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.12% | 30.74%-26.6pp | 32.23%-28.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $6,879 | $6,248+10.1% | $5,501+25.0% | $4,869+41.3% |
| Participant deferral / active EE | $5,419 | $5,550-2.4% | $4,871+11.2% | $5,287+2.5% |
| Admin fee / account holder | $17,035 | $15,560+9.5% | $13,028+30.8% | $10,133+68.1% |