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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 | $109,601 | $140,592-22.0% | $123,106-11.0% | $125,393-12.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.45% | 16.80%-15.3pp | 13.22%-11.8pp | 282.23%-280.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,127 | $6,980+59.4% | $6,229+78.6% | $5,351+107.9% |
| Admin fee / account holder | $36,875 | $11,198+229.3% | $9,015+309.1% | $9,541+286.5% |