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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 | $46,159 | $135,956-66.0% | $123,894-62.7% | $273,972-83.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.56% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $6,624 | $5,170+28.1% | $4,617+43.5% | $4,869+36.1% |
| Participant deferral / active EE | $8,236 | $6,343+29.8% | $5,984+37.6% | $5,287+55.8% |
| Admin fee / account holder | $1,825 | $9,817-81.4% | $8,357-78.2% | $10,133-82.0% |