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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 | $108,340 | $116,203-6.8% | $93,621+15.7% | $152,909-29.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 10.02% | 35.96%-25.9pp | 32.76%-22.7pp | 345.46%-335.4pp |
| Employer contribution / active EE | $1,400 | $3,219-56.5% | $2,719-48.5% | $4,764-70.6% |
| Participant deferral / active EE | $1,864 | $4,605-59.5% | $4,070-54.2% | $5,851-68.2% |
| Admin fee / account holder | $1,625 | $10,751-84.9% | $7,890-79.4% | $11,601-86.0% |