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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 | $23,154 | $155,555-85.1% | $146,866-84.2% | $155,188-85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.75% | 115.41%-98.7pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $3,577 | $4,647-23.0% | $4,425-19.2% | $4,248-15.8% |
| Participant deferral / active EE | $5,249 | $8,044-34.7% | $7,759-32.4% | $6,531-19.6% |
| Admin fee / account holder | $3,313 | $14,755-77.5% | $13,620-75.7% | $14,480-77.1% |