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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 | $120,466 | $153,769-21.7% | $133,975-10.1% | $273,972-56.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.80% | 36.51%-25.7pp | 29.29%-18.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $7,909 | $6,029+31.2% | $5,211+51.8% | $4,869+62.5% |
| Participant deferral / active EE | $4,231 | $6,958-39.2% | $6,282-32.7% | $5,287-20.0% |
| Admin fee / account holder | $9,356 | $11,765-20.5% | $9,324+0.3% | $10,133-7.7% |