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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 | $76,711 | $126,661-39.4% | $113,397-32.4% | $138,895-44.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 20.73% | 25.05%-4.3pp | 23.20%-2.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $4,307 | $3,456+24.6% | $2,977+44.7% | $4,194+2.7% |
| Participant deferral / active EE | $13,183 | $5,693+131.6% | $5,076+159.7% | $6,396+106.1% |
| Admin fee / account holder | $7,568 | $14,549-48.0% | $11,957-36.7% | $12,562-39.8% |