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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 | $91,163 | $105,856-13.9% | $90,161+1.1% | $147,586-38.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.16% | 37.63%-20.5pp | 34.89%-17.7pp | 578.59%-561.4pp |
| Employer contribution / active EE | $6,845 | $4,126+65.9% | $3,318+106.3% | $4,876+40.4% |
| Participant deferral / active EE | $6,795 | $5,733+18.5% | $5,287+28.5% | $5,439+24.9% |
| Admin fee / account holder | $1,977 | $8,046-75.4% | $5,943-66.7% | $10,886-81.8% |