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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 | $110,092 | $117,846-6.6% | $102,434+7.5% | $145,884-24.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.71% | 31.90%-15.2pp | 29.46%-12.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $6,929 | $3,615+91.7% | $3,023+129.2% | $4,662+48.6% |
| Participant deferral / active EE | $9,144 | $5,733+59.5% | $5,055+80.9% | $6,690+36.7% |
| Admin fee / account holder | $109,956 | $13,356+723.3% | $9,462+1062.1% | $13,392+721.1% |