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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 | $35,420 | $155,555-77.2% | $146,866-75.9% | $155,188-77.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.74% | 115.41%-95.7pp | 102.85%-83.1pp | 148.84%-129.1pp |
| Employer contribution / active EE | $4,787 | $4,647+3.0% | $4,425+8.2% | $4,248+12.7% |
| Participant deferral / active EE | $15,778 | $8,044+96.1% | $7,759+103.3% | $6,531+141.6% |
| Admin fee / account holder | $3,549 | $14,755-75.9% | $13,620-73.9% | $14,480-75.5% |