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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 | $90,390 | $140,592-35.7% | $123,105-26.6% | $125,389-27.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 5.71% | 16.80%-11.1pp | 13.22%-7.5pp | 282.24%-276.5pp |
| Employer contribution / active EE | $21,061 | $6,041+248.6% | $5,151+308.9% | $4,866+332.8% |
| Participant deferral / active EE | $8,846 | $6,980+26.7% | $6,229+42.0% | $5,352+65.3% |
| Admin fee / account holder | $53,099 | $11,198+374.2% | $9,014+489.1% | $9,541+456.5% |