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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 | $98,760 | $115,810-14.7% | $101,271-2.5% | $158,966-37.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.27% | 56.15%-39.9pp | 46.48%-30.2pp | 302.95%-286.7pp |
| Employer contribution / active EE | $2,862 | $4,175-31.5% | $3,660-21.8% | $4,762-39.9% |
| Participant deferral / active EE | $8,955 | $4,958+80.6% | $4,371+104.9% | $5,983+49.7% |
| Admin fee / account holder | $10,880 | $7,248+50.1% | $5,948+82.9% | $11,250-3.3% |