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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 | $106,100 | $112,729-5.9% | $98,716+7.5% | $137,256-22.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.45% | 38.48%-26.0pp | 31.81%-19.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,192 | $2,725-56.3% | $2,279-47.7% | $4,156-71.3% |
| Participant deferral / active EE | $14,501 | $4,640+212.5% | $4,048+258.2% | $6,407+126.3% |
| Admin fee / account holder | $2,619 | $10,129-74.1% | $8,703-69.9% | $12,270-78.7% |