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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 | $79,329 | $88,996-10.9% | $78,004+1.7% | $138,895-42.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 17.30% | 28.03%-10.7pp | 31.07%-13.8pp | 145.39%-128.1pp |
| Employer contribution / active EE | $13,088 | $2,917+348.7% | $2,469+430.1% | $4,194+212.1% |
| Participant deferral / active EE | $12,612 | $4,724+167.0% | $4,092+208.2% | $6,396+97.2% |
| Admin fee / account holder | $939 | $8,807-89.3% | $7,578-87.6% | $12,562-92.5% |