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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 | $104,645 | $98,240+6.5% | $82,312+27.1% | $147,586-29.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.42% | 30.85%-15.4pp | 25.88%-10.5pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,896 | $3,192-40.6% | $2,428-21.9% | $4,876-61.1% |
| Participant deferral / active EE | $6,806 | $4,383+55.3% | $3,706+83.6% | $5,439+25.1% |
| Admin fee / account holder | $386 | $8,563-95.5% | $5,608-93.1% | $10,886-96.5% |