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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 | $123,745 | $181,896-32.0% | $156,551-21.0% | $273,972-54.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.26% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $5,483 | $6,248-12.2% | $5,501-0.3% | $4,869+12.6% |
| Participant deferral / active EE | $8,116 | $5,550+46.2% | $4,871+66.6% | $5,287+53.5% |
| Admin fee / account holder | $17,450 | $15,560+12.1% | $13,028+33.9% | $10,133+72.2% |