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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 | $95,241 | $135,905-29.9% | $126,068-24.5% | $198,609-52.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 18.28% | 14.07%+4.2pp | 15.01%+3.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $6,454 | $4,245+52.0% | $3,968+62.6% | $5,055+27.7% |
| Participant deferral / active EE | $14,617 | $8,523+71.5% | $8,214+77.9% | $6,977+109.5% |
| Admin fee / account holder | $10,271 | $21,036-51.2% | $18,264-43.8% | $19,030-46.0% |