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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 | $174,699 | $254,759-31.4% | $216,567-19.3% | $198,609-12.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 18.43% | 10.04%+8.4pp | 12.94%+5.5pp | 202.70%-184.3pp |
| Employer contribution / active EE | $2,259 | $6,096-62.9% | $5,216-56.7% | $5,055-55.3% |
| Participant deferral / active EE | $10,404 | $6,948+49.7% | $6,191+68.1% | $6,977+49.1% |
| Admin fee / account holder | $375 | $26,311-98.6% | $21,981-98.3% | $19,030-98.0% |