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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 | $81,451 | $124,425-34.5% | $112,040-27.3% | $137,256-40.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.94% | 24.72%-3.8pp | 24.52%-3.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,871 | $3,411-15.8% | $2,954-2.8% | $4,156-30.9% |
| Participant deferral / active EE | $8,612 | $5,718+50.6% | $5,098+68.9% | $6,407+34.4% |
| Admin fee / account holder | $993 | $15,207-93.5% | $12,098-91.8% | $12,270-91.9% |