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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 | $64,597 | $135,956-52.5% | $123,894-47.9% | $273,972-76.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.58% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $19,743 | $5,170+281.9% | $4,617+327.6% | $4,869+305.5% |
| Participant deferral / active EE | $15,022 | $6,343+136.8% | $5,984+151.0% | $5,287+184.1% |
| Admin fee / account holder | $24,726 | $9,817+151.9% | $8,357+195.9% | $10,133+144.0% |