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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 | $99,043 | $87,544+13.1% | $75,784+30.7% | $125,388-21.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.68% | 13.49%-14.2pp | 9.68%-10.4pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,730 | $3,930-30.5% | $3,323-17.9% | $4,866-43.9% |
| Participant deferral / active EE | $4,706 | $4,229+11.3% | $3,652+28.9% | $5,352-12.1% |
| Admin fee / account holder | $1,261 | $6,502-80.6% | $5,300-76.2% | $9,541-86.8% |