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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 | $44,132 | $107,666-59.0% | $102,184-56.8% | $154,746-71.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.24% | 29.33%-12.1pp | 31.58%-14.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $8,011 | $3,846+108.3% | $3,594+122.9% | $4,379+82.9% |
| Participant deferral / active EE | $18,036 | $8,719+106.8% | $8,309+117.1% | $6,730+168.0% |
| Admin fee / account holder | $23,008 | $12,943+77.8% | $11,609+98.2% | $14,365+60.2% |