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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 | $90,390 | $85,060+6.3% | $70,565+28.1% | $139,487-35.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 25.91% | 30.39%-4.5pp | 32.79%-6.9pp | 373.84%-347.9pp |
| Employer contribution / active EE | $1,709 | $3,912-56.3% | $2,976-42.6% | $4,755-64.1% |
| Participant deferral / active EE | $5,453 | $5,891-7.4% | $4,568+19.4% | $6,713-18.8% |
| Admin fee / account holder | $1,552 | $8,932-82.6% | $6,430-75.9% | $11,407-86.4% |