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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 | $84,163 | $181,896-53.7% | $156,551-46.2% | $273,972-69.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.98% | 30.74%-25.8pp | 32.23%-27.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $22,705 | $6,248+263.4% | $5,501+312.7% | $4,869+366.3% |
| Participant deferral / active EE | $12,089 | $5,550+117.8% | $4,871+148.2% | $5,287+128.6% |
| Admin fee / account holder | $4,204 | $15,560-73.0% | $13,028-67.7% | $10,133-58.5% |