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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 | $98,917 | $147,556-33.0% | $129,031-23.3% | $198,609-50.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 7.63% | 37.41%-29.8pp | 34.67%-27.0pp | 202.70%-195.1pp |
| Employer contribution / active EE | $7,816 | $3,645+114.4% | $3,226+142.3% | $5,055+54.6% |
| Participant deferral / active EE | $20,854 | $5,760+262.1% | $5,217+299.7% | $6,977+198.9% |
| Admin fee / account holder | $18,756 | $15,467+21.3% | $13,208+42.0% | $19,030-1.4% |