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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 | $104,165 | $100,262+3.9% | $81,370+28.0% | $145,897-28.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.70% | 34.52%-22.8pp | 24.85%-13.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,745 | $2,979-41.4% | $2,464-29.2% | $4,663-62.6% |
| Participant deferral / active EE | $7,119 | $4,612+54.4% | $3,885+83.2% | $6,689+6.4% |
| Admin fee / account holder | $1,792 | $8,163-78.0% | $5,749-68.8% | $13,390-86.6% |