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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 | $35,874 | $210,908-83.0% | $153,643-76.7% | $145,884-75.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.53% | 13.46%+1.1pp | 15.71%-1.2pp | 551.85%-537.3pp |
| Employer contribution / active EE | $4,185 | $6,055-30.9% | $5,039-17.0% | $4,662-10.2% |
| Participant deferral / active EE | $8,564 | $7,976+7.4% | $6,754+26.8% | $6,690+28.0% |
| Admin fee / account holder | $761 | $19,477-96.1% | $12,739-94.0% | $13,392-94.3% |