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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 | $53,599 | $153,774-65.1% | $133,981-60.0% | $273,968-80.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 19.81% | 36.51%-16.7pp | 29.30%-9.5pp | 41.45%-21.6pp |
| Employer contribution / active EE | $3,195 | $6,029-47.0% | $5,211-38.7% | $4,869-34.4% |
| Participant deferral / active EE | $15,228 | $6,958+118.9% | $6,282+142.4% | $5,287+188.0% |
| Admin fee / account holder | $551 | $11,765-95.3% | $9,324-94.1% | $10,132-94.6% |