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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 | $112,199 | $113,941-1.5% | $94,229+19.1% | $125,389-10.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.79% | 5.29%-3.5pp | 10.68%-8.9pp | 282.24%-280.5pp |
| Employer contribution / active EE | $4,260 | $4,727-9.9% | $3,587+18.8% | $4,866-12.5% |
| Participant deferral / active EE | $8,178 | $5,179+57.9% | $4,320+89.3% | $5,352+52.8% |
| Admin fee / account holder | $21,815 | $8,392+160.0% | $6,269+248.0% | $9,541+128.6% |