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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 | $86,882 | $96,558-10.0% | $80,977+7.3% | $273,972-68.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.63% | 15.14%-0.5pp | 17.11%-2.5pp | 41.46%-26.8pp |
| Employer contribution / active EE | $7,778 | $4,869+59.7% | $3,715+109.4% | $4,869+59.7% |
| Participant deferral / active EE | $12,478 | $6,598+89.1% | $5,696+119.0% | $5,287+136.0% |
| Admin fee / account holder | $396 | $7,493-94.7% | $5,517-92.8% | $10,133-96.1% |