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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 | $109,652 | $131,835-16.8% | $108,582+1.0% | $273,972-60.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.11% | -91.57%+101.7pp | -51.70%+61.8pp | 41.46%-31.3pp |
| Employer contribution / active EE | $3,733 | $4,913-24.0% | $3,758-0.7% | $4,869-23.3% |
| Participant deferral / active EE | $6,498 | $5,127+26.7% | $4,311+50.7% | $5,287+22.9% |
| Admin fee / account holder | $1,371 | $10,253-86.6% | $7,645-82.1% | $10,133-86.5% |