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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 | $18,833 | $102,245-81.6% | $89,340-78.9% | $137,256-86.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.36% | 21.89%-4.5pp | 20.57%-3.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,511 | $2,529-0.7% | $2,231+12.6% | $4,156-39.6% |
| Participant deferral / active EE | $3,650 | $4,436-17.7% | $3,823-4.5% | $6,407-43.0% |
| Admin fee / account holder | $3,738 | $8,085-53.8% | $6,704-44.2% | $12,270-69.5% |