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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 | $53,995 | $118,488-54.4% | $98,462-45.2% | $139,487-61.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.19% | 18.96%-0.8pp | 21.17%-3.0pp | 373.84%-355.7pp |
| Employer contribution / active EE | $4,458 | $3,611+23.5% | $3,049+46.2% | $4,755-6.2% |
| Participant deferral / active EE | $4,379 | $5,393-18.8% | $4,738-7.6% | $6,713-34.8% |
| Admin fee / account holder | $10,905 | $13,868-21.4% | $8,875+22.9% | $11,407-4.4% |