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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 | $67,435 | $167,415-59.7% | $140,514-52.0% | $198,609-66.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 9.86% | 13.85%-4.0pp | 14.36%-4.5pp | 202.70%-192.8pp |
| Employer contribution / active EE | $6,401 | $4,088+56.6% | $3,378+89.5% | $5,055+26.6% |
| Participant deferral / active EE | $9,627 | $5,579+72.6% | $4,919+95.7% | $6,977+38.0% |
| Admin fee / account holder | $120,546 | $16,730+620.5% | $13,697+780.1% | $19,030+533.4% |