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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 | $93,678 | $109,359-14.3% | $162,177-42.2% | $72,975+28.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.78% | 25.46%-4.7pp | 115.60%-94.8pp | 81.01%-60.2pp |
| Employer contribution / active EE | $3,987 | $3,907+2.0% | $5,613-29.0% | $2,440+63.4% |
| Participant deferral / active EE | $8,448 | $5,481+54.1% | $7,297+15.8% | $3,608+134.2% |
| Admin fee / account holder | $1,780 | $7,972-77.7% | $10,843-83.6% | $5,124-65.3% |