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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 | $48,224 | $100,970-52.2% | $96,576-50.1% | $137,256-64.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.06% | 38.16%-16.1pp | 38.47%-16.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $6,537 | $3,809+71.6% | $3,553+84.0% | $4,156+57.3% |
| Participant deferral / active EE | $7,144 | $8,286-13.8% | $7,956-10.2% | $6,407+11.5% |
| Admin fee / account holder | $1,366 | $11,312-87.9% | $11,381-88.0% | $12,270-88.9% |