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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 | $89,735 | $185,312-51.6% | $161,489-44.4% | $154,746-42.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.36% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,063 | $4,769-56.7% | $4,268-51.7% | $4,379-52.9% |
| Participant deferral / active EE | $16,850 | $6,350+165.4% | $5,630+199.3% | $6,730+150.4% |
| Admin fee / account holder | $7,134 | $18,654-61.8% | $16,006-55.4% | $14,365-50.3% |