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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 | $111,796 | $167,415-33.2% | $140,514-20.4% | $198,609-43.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 12.35% | 13.85%-1.5pp | 14.36%-2.0pp | 202.70%-190.4pp |
| Employer contribution / active EE | $1,321 | $4,088-67.7% | $3,378-60.9% | $5,055-73.9% |
| Participant deferral / active EE | $5,569 | $5,579-0.2% | $4,919+13.2% | $6,977-20.2% |
| Admin fee / account holder | $1,117 | $16,730-93.3% | $13,697-91.8% | $19,030-94.1% |