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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 | $37,720 | $139,948-73.0% | $121,663-69.0% | $154,746-75.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 19.19% | 230.52%-211.3pp | 147.54%-128.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $4,564 | $3,521+29.6% | $3,020+51.1% | $4,379+4.2% |
| Participant deferral / active EE | $10,459 | $5,629+85.8% | $4,887+114.0% | $6,730+55.4% |
| Admin fee / account holder | $9,179 | $17,321-47.0% | $14,289-35.8% | $14,365-36.1% |