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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 | $139,711 | $99,345+40.6% | $84,753+64.8% | $273,972-49.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.79% | 22.93%-15.1pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $21,475 | $4,214+409.6% | $3,574+500.8% | $4,869+341.1% |
| Participant deferral / active EE | $21,000 | $4,270+391.8% | $3,712+465.7% | $5,287+297.2% |
| Admin fee / account holder | $2,902 | $6,645-56.3% | $5,333-45.6% | $10,133-71.4% |