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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 | $45,753 | $167,503-72.7% | $151,627-69.8% | $134,493-66.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.08% | 7.80%-4.7pp | 3.33%-0.3pp | 418.01%-414.9pp |
| Employer contribution / active EE | $18,300 | $6,829+168.0% | $6,166+196.8% | $4,740+286.1% |
| Participant deferral / active EE | $27,000 | $8,985+200.5% | $8,363+222.9% | $6,400+321.9% |
| Admin fee / account holder | $44,977 | $13,777+226.5% | $11,612+287.3% | $11,425+293.7% |