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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 | $88,800 | $112,729-21.2% | $98,716-10.0% | $137,256-35.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.25% | 38.48%-27.2pp | 31.81%-20.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,458 | $2,725-9.8% | $2,279+7.9% | $4,156-40.9% |
| Participant deferral / active EE | $6,922 | $4,640+49.2% | $4,048+71.0% | $6,407+8.0% |
| Admin fee / account holder | $515 | $10,129-94.9% | $8,703-94.1% | $12,270-95.8% |