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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 | $91,328 | $184,014-50.4% | $161,149-43.3% | $138,895-34.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.73% | 21.52%-6.8pp | 21.16%-6.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $28,158 | $5,055+457.0% | $4,360+545.8% | $4,194+571.4% |
| Participant deferral / active EE | $9,047 | $6,909+30.9% | $6,153+47.0% | $6,396+41.4% |
| Admin fee / account holder | $13,656 | $18,027-24.2% | $15,194-10.1% | $12,562+8.7% |