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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 | $72,141 | $111,301-35.2% | $112,977-36.1% | $158,982-54.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 8.61% | 26.40%-17.8pp | 24.24%-15.6pp | 302.99%-294.4pp |
| Employer contribution / active EE | $10,621 | $4,471+137.5% | $4,255+149.6% | $4,763+123.0% |
| Participant deferral / active EE | $4,314 | $5,880-26.6% | $5,836-26.1% | $5,983-27.9% |
| Admin fee / account holder | $414 | $8,392-95.1% | $6,294-93.4% | $11,252-96.3% |