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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 | $62,990 | $185,141-66.0% | $153,416-58.9% | $155,188-59.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 10.21% | 18.72%-8.5pp | 17.84%-7.6pp | 148.84%-138.6pp |
| Employer contribution / active EE | $6,042 | $4,489+34.6% | $3,764+60.5% | $4,248+42.2% |
| Participant deferral / active EE | $12,182 | $5,477+122.4% | $4,723+157.9% | $6,531+86.5% |
| Admin fee / account holder | $53,157 | $16,005+232.1% | $13,095+305.9% | $14,480+267.1% |