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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 | $94,137 | $162,821-42.2% | $133,978-29.7% | $158,982-40.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.75% | 41.95%-34.2pp | 45.10%-37.4pp | 302.99%-295.2pp |
| Employer contribution / active EE | $9,845 | $4,976+97.8% | $3,919+151.2% | $4,763+106.7% |
| Participant deferral / active EE | $6,962 | $5,910+17.8% | $5,047+37.9% | $5,983+16.4% |
| Admin fee / account holder | $5,075 | $11,742-56.8% | $8,930-43.2% | $11,252-54.9% |