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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 | $127,470 | $93,346+36.6% | $71,796+77.5% | $273,972-53.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.96% | 130.39%-125.4pp | 78.04%-73.1pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,934 | $2,733+7.3% | $1,924+52.5% | $4,869-39.7% |
| Participant deferral / active EE | $5,405 | $3,475+55.5% | $2,794+93.4% | $5,287+2.2% |
| Admin fee / account holder | $415 | $6,571-93.7% | $4,815-91.4% | $10,133-95.9% |