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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 | $45,022 | $153,774-70.7% | $133,979-66.4% | $273,970-83.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.06% | 36.51%-27.5pp | 29.30%-20.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $2,505 | $6,029-58.5% | $5,211-51.9% | $4,869-48.6% |
| Participant deferral / active EE | $3,901 | $6,958-43.9% | $6,282-37.9% | $5,287-26.2% |
| Admin fee / account holder | $1,554 | $11,765-86.8% | $9,324-83.3% | $10,132-84.7% |