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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 | $95,012 | $117,829-19.4% | $102,423-7.2% | $145,877-34.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.01% | 31.83%-22.8pp | 29.42%-20.4pp | 551.28%-542.3pp |
| Employer contribution / active EE | $8,724 | $3,615+141.3% | $3,023+188.6% | $4,663+87.1% |
| Participant deferral / active EE | $10,353 | $5,732+80.6% | $5,054+104.8% | $6,691+54.7% |
| Admin fee / account holder | $31,614 | $13,335+137.1% | $9,455+234.4% | $13,402+135.9% |