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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 | $98,423 | $99,032-0.6% | $80,022+23.0% | $135,382-27.3% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | 0.32% | 15.39%-15.1pp | 11.22%-10.9pp | 519.77%-519.5pp |
| Employer contribution / active EE | $2,571 | $3,043-15.5% | $2,468+4.2% | $4,779-46.2% |
| Participant deferral / active EE | $6,311 | $4,282+47.4% | $3,686+71.2% | $5,609+12.5% |
| Admin fee / account holder | $9,014 | $10,436-13.6% | $6,521+38.2% | $10,829-16.8% |