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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 | $99,863 | $111,814-10.7% | $103,374-3.4% | $145,959-31.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 24.77%-12.7pp | 24.89%-12.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,818 | $4,214-56.9% | $3,869-53.0% | $4,661-61.0% |
| Participant deferral / active EE | $7,168 | $5,618+27.6% | $5,058+41.7% | $6,689+7.2% |
| Admin fee / account holder | $462 | $9,754-95.3% | $8,394-94.5% | $13,398-96.6% |