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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 | $92,173 | $124,425-25.9% | $112,040-17.7% | $137,256-32.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.20% | 24.72%-12.5pp | 24.52%-12.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,125 | $3,411-8.4% | $2,954+5.8% | $4,156-24.8% |
| Participant deferral / active EE | $9,694 | $5,718+69.5% | $5,098+90.2% | $6,407+51.3% |
| Admin fee / account holder | $2,632 | $15,207-82.7% | $12,098-78.2% | $12,270-78.6% |