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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 | $117,872 | $99,345+18.6% | $84,753+39.1% | $273,972-57.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.60% | 22.93%-14.3pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,286 | $4,270+47.2% | $3,712+69.3% | $5,287+18.9% |
| Admin fee / account holder | $22,107 | $6,645+232.7% | $5,333+314.5% | $10,133+118.2% |