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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 | $37,612 | $136,860-72.5% | $120,344-68.7% | $154,746-75.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 22.15% | 21.38%+0.8pp | 20.30%+1.9pp | 172.34%-150.2pp |
| Employer contribution / active EE | $4,496 | $3,533+27.3% | $3,020+48.9% | $4,379+2.7% |
| Participant deferral / active EE | $7,868 | $5,793+35.8% | $5,135+53.2% | $6,730+16.9% |
| Admin fee / account holder | $1,039 | $15,393-93.2% | $12,742-91.8% | $14,365-92.8% |