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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 | $17,732 | $102,609-82.7% | $98,090-81.9% | $138,895-87.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 16.64% | 36.44%-19.8pp | 37.05%-20.4pp | 145.39%-128.8pp |
| Employer contribution / active EE | $5,514 | $3,867+42.6% | $3,606+52.9% | $4,194+31.5% |
| Participant deferral / active EE | $5,746 | $8,167-29.6% | $7,845-26.7% | $6,396-10.2% |
| Admin fee / account holder | $16,022 | $11,434+40.1% | $11,815+35.6% | $12,562+27.5% |