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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 | $104,414 | $124,980-16.5% | $108,359-3.6% | $154,746-32.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.40% | 45.00%-25.6pp | 36.89%-17.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $4,408 | $2,851+54.6% | $2,399+83.7% | $4,379+0.7% |
| Participant deferral / active EE | $8,270 | $4,743+74.4% | $4,137+99.9% | $6,730+22.9% |
| Admin fee / account holder | $527 | $11,502-95.4% | $9,741-94.6% | $14,365-96.3% |