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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 | $103,158 | $140,592-26.6% | $123,106-16.2% | $125,388-17.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 4.46% | 16.80%-12.3pp | 13.22%-8.8pp | 282.24%-277.8pp |
| Employer contribution / active EE | $4,568 | $6,041-24.4% | $5,151-11.3% | $4,866-6.1% |
| Participant deferral / active EE | $3,718 | $6,980-46.7% | $6,229-40.3% | $5,352-30.5% |
| Admin fee / account holder | $531 | $11,198-95.3% | $9,015-94.1% | $9,541-94.4% |