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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 | $98,345 | $124,980-21.3% | $108,359-9.2% | $154,746-36.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.98% | 45.00%-30.0pp | 36.89%-21.9pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,061 | $2,851-62.8% | $2,399-55.8% | $4,379-75.8% |
| Participant deferral / active EE | $3,757 | $4,743-20.8% | $4,137-9.2% | $6,730-44.2% |
| Admin fee / account holder | $4,428 | $11,502-61.5% | $9,741-54.5% | $14,365-69.2% |