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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 | $84,471 | $181,896-53.6% | $156,551-46.0% | $273,972-69.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.31% | 30.74%-16.4pp | 32.23%-17.9pp | 41.46%-27.1pp |
| Employer contribution / active EE | $5,187 | $6,248-17.0% | $5,501-5.7% | $4,869+6.5% |
| Participant deferral / active EE | $4,446 | $5,550-19.9% | $4,871-8.7% | $5,287-15.9% |
| Admin fee / account holder | $1,164 | $15,560-92.5% | $13,028-91.1% | $10,133-88.5% |