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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 | $97,163 | $136,860-29.0% | $120,344-19.3% | $154,746-37.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 9.78% | 21.38%-11.6pp | 20.30%-10.5pp | 172.34%-162.6pp |
| Employer contribution / active EE | $2,481 | $3,533-29.8% | $3,020-17.9% | $4,379-43.4% |
| Participant deferral / active EE | $4,931 | $5,793-14.9% | $5,135-4.0% | $6,730-26.7% |
| Admin fee / account holder | $70,045 | $15,393+355.1% | $12,742+449.7% | $14,365+387.6% |