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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 | $35,088 | $135,905-74.2% | $126,068-72.2% | $198,609-82.3% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 29.42% | 14.07%+15.3pp | 15.01%+14.4pp | 202.70%-173.3pp |
| Employer contribution / active EE | $5,591 | $4,245+31.7% | $3,968+40.9% | $5,055+10.6% |
| Participant deferral / active EE | $9,046 | $8,523+6.1% | $8,214+10.1% | $6,977+29.7% |
| Admin fee / account holder | $13,617 | $21,036-35.3% | $18,264-25.4% | $19,030-28.4% |