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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 | $75,703 | $106,267-28.8% | $96,520-21.6% | $139,456-45.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.71% | 38.45%-22.7pp | 35.72%-20.0pp | 373.45%-357.7pp |
| Employer contribution / active EE | $2,554 | $4,105-37.8% | $3,739-31.7% | $4,753-46.3% |
| Participant deferral / active EE | $8,846 | $5,454+62.2% | $4,879+81.3% | $6,711+31.8% |
| Admin fee / account holder | $11,266 | $7,882+42.9% | $6,733+67.3% | $11,407-1.2% |