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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 | $78,437 | $117,829-33.4% | $102,423-23.4% | $145,877-46.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.88% | 31.83%-22.0pp | 29.42%-19.5pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,564 | $3,615-29.1% | $3,023-15.2% | $4,663-45.0% |
| Participant deferral / active EE | $8,080 | $5,732+40.9% | $5,054+59.9% | $6,691+20.8% |
| Admin fee / account holder | $606 | $13,335-95.5% | $9,455-93.6% | $13,402-95.5% |