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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 | $80,862 | $162,821-50.3% | $133,978-39.6% | $158,982-49.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.86% | 41.95%-26.1pp | 45.10%-29.2pp | 302.99%-287.1pp |
| Employer contribution / active EE | $1,154 | $4,976-76.8% | $3,919-70.6% | $4,763-75.8% |
| Participant deferral / active EE | $8,608 | $5,910+45.6% | $5,047+70.6% | $5,983+43.9% |
| Admin fee / account holder | $1,890 | $11,742-83.9% | $8,930-78.8% | $11,252-83.2% |