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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 | $61,909 | $154,228-59.9% | $145,433-57.4% | $137,256-54.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.74% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $6,407 | $4,804+33.4% | $4,554+40.7% | $4,156+54.2% |
| Participant deferral / active EE | $13,170 | $8,216+60.3% | $7,897+66.8% | $6,407+105.6% |
| Admin fee / account holder | $3,316 | $14,344-76.9% | $13,129-74.7% | $12,270-73.0% |