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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 | $109,525 | $147,556-25.8% | $129,031-15.1% | $198,609-44.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 19.87% | 37.41%-17.5pp | 34.67%-14.8pp | 202.70%-182.8pp |
| Employer contribution / active EE | $9,086 | $3,645+149.3% | $3,226+181.6% | $5,055+79.7% |
| Participant deferral / active EE | $16,163 | $5,760+180.6% | $5,217+209.8% | $6,977+131.7% |
| Admin fee / account holder | $2,642 | $15,467-82.9% | $13,208-80.0% | $19,030-86.1% |