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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 | $64,233 | $107,666-40.3% | $102,184-37.1% | $154,746-58.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 11.85% | 29.33%-17.5pp | 31.58%-19.7pp | 172.34%-160.5pp |
| Employer contribution / active EE | $9,134 | $3,846+137.5% | $3,594+154.2% | $4,379+108.6% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,611 | $12,943-79.8% | $11,609-77.5% | $14,365-81.8% |