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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 | $107,571 | $94,031+14.4% | $115,768-7.1% | $82,448+30.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 13.16% | 20.61%-7.5pp | 100.46%-87.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,635 | $2,323-29.6% | $2,940-44.4% | $2,551-35.9% |
| Participant deferral / active EE | $2,600 | $3,972-34.5% | $4,917-47.1% | $4,139-37.2% |
| Admin fee / account holder | $32,302 | $10,249+215.2% | $12,439+159.7% | $7,234+346.5% |