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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 | $92,523 | $135,956-31.9% | $123,894-25.3% | $273,972-66.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.79% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $26,495 | $5,170+412.5% | $4,617+473.9% | $4,869+444.2% |
| Participant deferral / active EE | $8,194 | $6,343+29.2% | $5,984+36.9% | $5,287+55.0% |
| Admin fee / account holder | $34,225 | $9,817+248.6% | $8,357+309.5% | $10,133+237.8% |