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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 | $120,175 | $162,821-26.2% | $133,978-10.3% | $158,982-24.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.63% | 41.95%-35.3pp | 45.10%-38.5pp | 302.99%-296.4pp |
| Employer contribution / active EE | $5,350 | $4,976+7.5% | $3,919+36.5% | $4,763+12.3% |
| Participant deferral / active EE | $2,600 | $5,910-56.0% | $5,047-48.5% | $5,983-56.5% |
| Admin fee / account holder | $2,095 | $11,742-82.2% | $8,930-76.5% | $11,252-81.4% |