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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 | $41,953 | $155,555-73.0% | $146,866-71.4% | $155,188-73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.65% | 115.41%-96.8pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $4,220 | $4,647-9.2% | $4,425-4.6% | $4,248-0.7% |
| Participant deferral / active EE | $5,104 | $8,044-36.6% | $7,759-34.2% | $6,531-21.9% |
| Admin fee / account holder | $7,299 | $14,755-50.5% | $13,620-46.4% | $14,480-49.6% |