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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 | $93,727 | $192,829-51.4% | $142,516-34.2% | $139,466-32.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 19.47% | 17.99%+1.5pp | 19.99%-0.5pp | 373.66%-354.2pp |
| Employer contribution / active EE | $2,583 | $5,808-55.5% | $4,849-46.7% | $4,754-45.7% |
| Participant deferral / active EE | $8,527 | $7,200+18.4% | $6,280+35.8% | $6,712+27.0% |
| Admin fee / account holder | $2,934 | $15,120-80.6% | $10,008-70.7% | $11,409-74.3% |