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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 | $80,925 | $90,504-10.6% | $78,690+2.8% | $273,965-70.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.85% | 75.61%-68.8pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,260 | $3,176-28.8% | $2,851-20.7% | $4,869-53.6% |
| Participant deferral / active EE | $9,038 | $3,901+131.7% | $3,517+157.0% | $5,287+70.9% |
| Admin fee / account holder | $464 | $5,263-91.2% | $4,511-89.7% | $10,132-95.4% |