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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 | $99,439 | $162,821-38.9% | $133,978-25.8% | $158,982-37.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.39% | 41.95%-23.6pp | 45.10%-26.7pp | 302.99%-284.6pp |
| Employer contribution / active EE | $1,685 | $4,976-66.1% | $3,919-57.0% | $4,763-64.6% |
| Participant deferral / active EE | $11,702 | $5,910+98.0% | $5,047+131.9% | $5,983+95.6% |
| Admin fee / account holder | $1,100 | $11,742-90.6% | $8,930-87.7% | $11,252-90.2% |