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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 | $88,557 | $111,535-20.6% | $105,223-15.8% | $137,256-35.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.09% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $8,556 | $3,939+117.2% | $3,689+132.0% | $4,156+105.9% |
| Participant deferral / active EE | $5,642 | $5,500+2.6% | $5,072+11.2% | $6,407-11.9% |
| Admin fee / account holder | $360 | $9,721-96.3% | $8,859-95.9% | $12,270-97.1% |