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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 | $86,703 | $77,908+11.3% | $149,696-42.1% | $75,173+15.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.14% | 31.73%-9.6pp | 134.46%-112.3pp | 160.72%-138.6pp |
| Employer contribution / active EE | $2,078 | $3,138-33.8% | $4,821-56.9% | $2,671-22.2% |
| Participant deferral / active EE | $5,666 | $3,411+66.1% | $5,682-0.3% | $4,126+37.3% |
| Admin fee / account holder | $773 | $5,950-87.0% | $13,212-94.1% | $5,651-86.3% |