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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 | $79,105 | $78,423+0.9% | $95,964-17.6% | $79,856-0.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.18% | 19.37%-9.2pp | 91.64%-81.5pp | 31.71%-21.5pp |
| Employer contribution / active EE | $8,065 | $1,945+314.6% | $2,541+217.4% | $2,471+226.4% |
| Participant deferral / active EE | $3,557 | $3,440+3.4% | $4,167-14.6% | $3,741-4.9% |
| Admin fee / account holder | $821 | $5,622-85.4% | $6,797-87.9% | $5,306-84.5% |