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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 | $88,579 | $47,848+85.1% | $81,473+8.7% | $70,126+26.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 13.62% | 27.25%-13.6pp | 38.78%-25.2pp | 73.15%-59.5pp |
| Employer contribution / active EE | $9,601 | $1,527+528.7% | $2,568+273.9% | $2,343+309.9% |
| Participant deferral / active EE | $3,511 | $2,453+43.1% | $3,537-0.7% | $3,332+5.4% |
| Admin fee / account holder | $1,009 | $3,145-67.9% | $4,561-77.9% | $4,645-78.3% |