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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 | $92,558 | $97,125-4.7% | $86,233+7.3% | $137,256-32.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.84% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $9,568 | $2,841+236.7% | $2,504+282.1% | $4,156+130.2% |
| Participant deferral / active EE | $5,375 | $5,180+3.8% | $4,559+17.9% | $6,407-16.1% |
| Admin fee / account holder | $7,299 | $9,725-24.9% | $8,342-12.5% | $12,270-40.5% |