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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 | $94,491 | $113,941-17.1% | $94,229+0.3% | $125,389-24.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 5.61% | 5.29%+0.3pp | 10.68%-5.1pp | 282.24%-276.6pp |
| Employer contribution / active EE | $12,831 | $4,727+171.4% | $3,587+257.7% | $4,866+163.7% |
| Participant deferral / active EE | $10,150 | $5,179+96.0% | $4,320+134.9% | $5,352+89.7% |
| Admin fee / account holder | $48,652 | $8,392+479.8% | $6,269+676.0% | $9,541+409.9% |