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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 | $49,506 | $100,970-51.0% | $96,576-48.7% | $137,256-63.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.02% | 38.16%-21.1pp | 38.47%-21.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,325 | $3,809-12.7% | $3,553-6.4% | $4,156-20.0% |
| Participant deferral / active EE | $9,227 | $8,286+11.4% | $7,956+16.0% | $6,407+44.0% |
| Admin fee / account holder | $6,141 | $11,312-45.7% | $11,381-46.0% | $12,270-50.0% |