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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 | $76,960 | $106,247-27.6% | $96,515-20.3% | $139,466-44.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.75% | 38.47%-25.7pp | 35.73%-23.0pp | 373.66%-360.9pp |
| Employer contribution / active EE | $2,240 | $4,106-45.4% | $3,740-40.1% | $4,754-52.9% |
| Participant deferral / active EE | $3,665 | $5,456-32.8% | $4,880-24.9% | $6,712-45.4% |
| Admin fee / account holder | $16,690 | $7,885+111.7% | $6,735+147.8% | $11,409+46.3% |