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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 | $87,102 | $111,814-22.1% | $103,374-15.7% | $145,959-40.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 24.77%-13.6pp | 24.89%-13.7pp | 561.95%-550.7pp |
| Employer contribution / active EE | $4,526 | $4,214+7.4% | $3,869+17.0% | $4,661-2.9% |
| Participant deferral / active EE | $7,118 | $5,618+26.7% | $5,058+40.7% | $6,689+6.4% |
| Admin fee / account holder | $2,908 | $9,754-70.2% | $8,394-65.4% | $13,398-78.3% |