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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 | $119,544 | $210,991-43.3% | $153,741-22.2% | $145,897-18.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.97% | 13.46%+2.5pp | 15.71%+0.3pp | 552.29%-536.3pp |
| Employer contribution / active EE | $2,040 | $6,057-66.3% | $5,042-59.5% | $4,663-56.3% |
| Participant deferral / active EE | $4,371 | $7,979-45.2% | $6,757-35.3% | $6,689-34.7% |
| Admin fee / account holder | $1,269 | $19,490-93.5% | $12,749-90.0% | $13,390-90.5% |