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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 | $73,424 | $135,956-46.0% | $123,894-40.7% | $273,972-73.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.83% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,764 | $5,170-65.9% | $4,617-61.8% | $4,869-63.8% |
| Participant deferral / active EE | $3,117 | $6,343-50.9% | $5,984-47.9% | $5,287-41.0% |
| Admin fee / account holder | $131,200 | $9,817+1236.4% | $8,357+1469.9% | $10,133+1194.8% |