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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 | $95,738 | $181,896-47.4% | $156,551-38.8% | $273,972-65.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.92% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $4,766 | $6,248-23.7% | $5,501-13.4% | $4,869-2.1% |
| Participant deferral / active EE | $4,449 | $5,550-19.8% | $4,871-8.7% | $5,287-15.9% |
| Admin fee / account holder | $20,535 | $15,560+32.0% | $13,028+57.6% | $10,133+102.7% |