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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 | $93,502 | $149,679-37.5% | $117,039-20.1% | $147,586-36.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.95% | 19.31%-6.4pp | 18.95%-6.0pp | 578.59%-565.6pp |
| Employer contribution / active EE | $4,204 | $4,937-14.8% | $3,785+11.1% | $4,876-13.8% |
| Participant deferral / active EE | $8,408 | $4,912+71.2% | $3,929+114.0% | $5,439+54.6% |
| Admin fee / account holder | $7,446 | $7,856-5.2% | $5,974+24.6% | $10,886-31.6% |