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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 | $95,036 | $101,778-6.6% | $164,975-42.4% | $80,925+17.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.78% | 16.73%-2.9pp | 70.12%-56.3pp | 35.65%-21.9pp |
| Employer contribution / active EE | $9,484 | $2,954+221.1% | $4,343+118.4% | $2,756+244.1% |
| Participant deferral / active EE | $7,503 | $4,477+67.6% | $6,033+24.3% | $4,299+74.5% |
| Admin fee / account holder | $1,998 | $8,221-75.7% | $12,688-84.3% | $6,940-71.2% |