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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 | $76,747 | $88,672-13.4% | $105,223-27.1% | $82,448-6.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.53% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,886 | $3,048-38.1% | $3,689-48.9% | $2,551-26.1% |
| Participant deferral / active EE | $4,453 | $4,036+10.3% | $5,072-12.2% | $4,139+7.6% |
| Admin fee / account holder | $11,998 | $7,146+67.9% | $8,859+35.4% | $7,234+65.8% |