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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 | $123,943 | $110,379+12.3% | $102,412+21.0% | $145,884-15.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.62% | 24.84%-11.2pp | 24.94%-11.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,102 | $4,216-73.9% | $3,870-71.5% | $4,662-76.4% |
| Participant deferral / active EE | $4,645 | $5,622-17.4% | $5,060-8.2% | $6,690-30.6% |
| Admin fee / account holder | $8,836 | $9,745-9.3% | $8,388+5.3% | $13,392-34.0% |