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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 | $88,762 | $103,957-14.6% | $69,182+28.3% | $273,968-67.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 24.76% | 35.28%-10.5pp | -21.94%+46.7pp | 41.45%-16.7pp |
| Employer contribution / active EE | $4,581 | $1,781+157.2% | $1,205+280.1% | $4,869-5.9% |
| Participant deferral / active EE | $9,790 | $2,716+260.5% | $1,896+416.2% | $5,287+85.2% |
| Admin fee / account holder | $1,050 | $3,671-71.4% | $2,697-61.1% | $10,132-89.6% |