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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 | $87,422 | $125,237-30.2% | $105,608-17.2% | $145,877-40.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.28% | 225.76%-217.5pp | 116.50%-108.2pp | 551.28%-543.0pp |
| Employer contribution / active EE | $3,270 | $3,720-12.1% | $3,167+3.2% | $4,663-29.9% |
| Participant deferral / active EE | $5,788 | $5,711+1.4% | $5,010+15.5% | $6,691-13.5% |
| Admin fee / account holder | $28,590 | $17,287+65.4% | $11,028+159.2% | $13,402+113.3% |