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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 | $94,075 | $116,203-19.0% | $93,621+0.5% | $152,897-38.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 11.48% | 35.96%-24.5pp | 32.76%-21.3pp | 345.43%-333.9pp |
| Employer contribution / active EE | $12,602 | $3,219+291.5% | $2,719+363.5% | $4,764+164.5% |
| Participant deferral / active EE | $6,679 | $4,605+45.1% | $4,070+64.1% | $5,851+14.2% |
| Admin fee / account holder | $12,500 | $10,751+16.3% | $7,890+58.4% | $11,599+7.8% |