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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 | $68,730 | $136,860-49.8% | $120,344-42.9% | $154,746-55.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.54% | 21.38%-1.8pp | 20.30%-0.8pp | 172.34%-152.8pp |
| Employer contribution / active EE | $7,113 | $3,533+101.3% | $3,020+135.5% | $4,379+62.4% |
| Participant deferral / active EE | $5,889 | $5,793+1.6% | $5,135+14.7% | $6,730-12.5% |
| Admin fee / account holder | $341 | $15,393-97.8% | $12,742-97.3% | $14,365-97.6% |