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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 | $48,458 | $199,109-75.7% | $173,730-72.1% | $154,746-68.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.80% | 20.02%-1.2pp | 19.96%-1.2pp | 172.34%-153.5pp |
| Employer contribution / active EE | $3,147 | $5,311-40.8% | $4,577-31.3% | $4,379-28.1% |
| Participant deferral / active EE | $8,500 | $7,113+19.5% | $6,326+34.4% | $6,730+26.3% |
| Admin fee / account holder | $699 | $20,916-96.7% | $17,523-96.0% | $14,365-95.1% |