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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 | $246,651 | $135,956+81.4% | $123,894+99.1% | $273,972-10.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.62% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,776 | $5,170-65.6% | $4,617-61.5% | $4,869-63.5% |
| Participant deferral / active EE | $5,320 | $6,343-16.1% | $5,984-11.1% | $5,287+0.6% |
| Admin fee / account holder | $36,691 | $9,817+273.7% | $8,357+339.0% | $10,133+262.1% |