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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 | $85,551 | $135,956-37.1% | $123,894-30.9% | $273,972-68.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.04% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $19,561 | $5,170+278.4% | $4,617+323.7% | $4,869+301.8% |
| Participant deferral / active EE | $21,750 | $6,343+242.9% | $5,984+263.5% | $5,287+311.4% |
| Admin fee / account holder | $477 | $9,817-95.1% | $8,357-94.3% | $10,133-95.3% |