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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 | $98,494 | $172,111-42.8% | $150,298-34.5% | $137,256-28.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.37% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,120 | $4,636-32.7% | $4,154-24.9% | $4,156-24.9% |
| Participant deferral / active EE | $22,267 | $6,166+261.1% | $5,453+308.4% | $6,407+247.5% |
| Admin fee / account holder | $1,119 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |