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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 | $105,095 | $113,338-7.3% | $94,993+10.6% | $147,586-28.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.45% | 20.80%-7.3pp | 27.14%-13.7pp | 578.59%-565.1pp |
| Employer contribution / active EE | $2,604 | $3,160-17.6% | $2,6030% | $4,876-46.6% |
| Participant deferral / active EE | $3,598 | $3,777-4.7% | $3,317+8.5% | $5,439-33.8% |
| Admin fee / account holder | $695 | $6,063-88.5% | $4,960-86.0% | $10,886-93.6% |