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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 | $104,644 | $153,769-31.9% | $133,975-21.9% | $273,972-61.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.59% | 36.51%-30.9pp | 29.29%-23.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $6,527 | $6,029+8.3% | $5,211+25.3% | $4,869+34.1% |
| Participant deferral / active EE | $4,412 | $6,958-36.6% | $6,282-29.8% | $5,287-16.6% |
| Admin fee / account holder | $469 | $11,765-96.0% | $9,324-95.0% | $10,133-95.4% |