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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 | $81,638 | $177,156-53.9% | $147,027-44.5% | $154,746-47.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.54% | 21.94%-10.4pp | 20.23%-8.7pp | 172.34%-160.8pp |
| Employer contribution / active EE | $7,464 | $4,336+72.1% | $3,626+105.9% | $4,379+70.5% |
| Participant deferral / active EE | $3,847 | $5,797-33.6% | $4,933-22.0% | $6,730-42.8% |
| Admin fee / account holder | $1,301 | $14,904-91.3% | $12,223-89.4% | $14,365-90.9% |