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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 | $57,049 | $199,109-71.3% | $173,730-67.2% | $154,746-63.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.84% | 20.02%-1.2pp | 19.96%-1.1pp | 172.34%-153.5pp |
| Employer contribution / active EE | $3,592 | $5,311-32.4% | $4,577-21.5% | $4,379-18.0% |
| Participant deferral / active EE | $11,422 | $7,113+60.6% | $6,326+80.5% | $6,730+69.7% |
| Admin fee / account holder | $1,321 | $20,916-93.7% | $17,523-92.5% | $14,365-90.8% |