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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 | $58,399 | $177,156-67.0% | $147,027-60.3% | $154,746-62.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.04% | 21.94%-5.9pp | 20.23%-4.2pp | 172.34%-156.3pp |
| Employer contribution / active EE | $3,898 | $4,336-10.1% | $3,626+7.5% | $4,379-11.0% |
| Participant deferral / active EE | $7,145 | $5,797+23.3% | $4,933+44.9% | $6,730+6.2% |
| Admin fee / account holder | $8,515 | $14,904-42.9% | $12,223-30.3% | $14,365-40.7% |