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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 | $57,838 | $181,896-68.2% | $156,551-63.1% | $273,972-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.00% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,646 | $6,248-73.7% | $5,501-70.1% | $4,869-66.2% |
| Participant deferral / active EE | $7,000 | $5,550+26.1% | $4,871+43.7% | $5,287+32.4% |
| Admin fee / account holder | $303 | $15,560-98.1% | $13,028-97.7% | $10,133-97.0% |