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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 | $100,437 | $116,434-13.7% | $65,583+53.1% | $139,487-28.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 19.68% | 31.34%-11.7pp | 47.46%-27.8pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,618 | $2,602-37.8% | $1,692-4.4% | $4,755-66.0% |
| Participant deferral / active EE | $11,726 | $4,245+176.3% | $2,833+314.0% | $6,713+74.7% |
| Admin fee / account holder | $1,008 | $6,696-84.9% | $4,112-75.5% | $11,407-91.2% |