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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 | $78,993 | $181,896-56.6% | $156,551-49.5% | $273,972-71.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.05% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $2,657 | $6,248-57.5% | $5,501-51.7% | $4,869-45.4% |
| Participant deferral / active EE | $8,199 | $5,550+47.7% | $4,871+68.3% | $5,287+55.1% |
| Admin fee / account holder | $3,816 | $15,560-75.5% | $13,028-70.7% | $10,133-62.3% |