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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 | $80,975 | $98,760-18.0% | $149,715-45.9% | $79,858+1.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.51% | 27.43%-11.9pp | 276.66%-261.2pp | 31.72%-16.2pp |
| Employer contribution / active EE | $2,510 | $3,217-22.0% | $4,645-46.0% | $2,471+1.6% |
| Participant deferral / active EE | $8,520 | $5,681+50.0% | $6,842+24.5% | $3,740+127.8% |
| Admin fee / account holder | $8,320 | $6,053+37.4% | $9,310-10.6% | $5,306+56.8% |