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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 | $45,988 | $135,905-66.2% | $126,068-63.5% | $198,609-76.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 21.21% | 14.07%+7.1pp | 15.01%+6.2pp | 202.70%-181.5pp |
| Employer contribution / active EE | $6,665 | $4,245+57.0% | $3,968+68.0% | $5,055+31.8% |
| Participant deferral / active EE | $13,754 | $8,523+61.4% | $8,214+67.4% | $6,977+97.1% |
| Admin fee / account holder | $2,408 | $21,036-88.6% | $18,264-86.8% | $19,030-87.3% |