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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 | $63,985 | $111,814-42.8% | $103,378-38.1% | $145,978-56.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.39% | 24.80%-13.4pp | 24.91%-13.5pp | 550.52%-539.1pp |
| Employer contribution / active EE | $4,350 | $4,215+3.2% | $3,870+12.4% | $4,662-6.7% |
| Participant deferral / active EE | $7,148 | $5,618+27.2% | $5,058+41.3% | $6,690+6.8% |
| Admin fee / account holder | $315 | $9,764-96.8% | $8,401-96.3% | $13,400-97.6% |