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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 | $104,946 | $72,471+44.8% | $94,215+11.4% | $86,983+20.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 17.08% | 26.44%-9.4pp | 28.22%-11.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,976 | $3,397+311.5% | $4,276+226.9% | $4,194+233.3% |
| Admin fee / account holder | $6,290 | $6,468-2.7% | $10,216-38.4% | $7,856-19.9% |