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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 | $75,796 | $99,341-23.7% | $84,750-10.6% | $273,965-72.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.96% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $18,990 | $4,214+350.7% | $3,574+431.3% | $4,869+290.1% |
| Participant deferral / active EE | $2,603 | $4,269-39.0% | $3,712-29.9% | $5,287-50.8% |
| Admin fee / account holder | $1,580 | $6,644-76.2% | $5,332-70.4% | $10,132-84.4% |