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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 | $98,723 | $183,516-46.2% | $155,534-36.5% | $145,884-32.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.54% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,992 | $5,315-43.7% | $4,675-36.0% | $4,662-35.8% |
| Participant deferral / active EE | $3,202 | $6,467-50.5% | $5,630-43.1% | $6,690-52.1% |
| Admin fee / account holder | $10,644 | $19,293-44.8% | $15,900-33.1% | $13,392-20.5% |