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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 | $107,809-8.2% | $97,032+1.9% | $155,188-36.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 7.63% | 38.06%-30.4pp | 35.38%-27.7pp | 148.84%-141.2pp |
| Employer contribution / active EE | $7,816 | $2,911+168.5% | $2,629+197.3% | $4,248+84.0% |
| Participant deferral / active EE | $20,854 | $5,129+306.6% | $4,672+346.3% | $6,531+219.3% |
| Admin fee / account holder | $18,756 | $10,717+75.0% | $9,418+99.2% | $14,480+29.5% |