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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 | $93,614 | $107,733-13.1% | $92,985+0.7% | $154,746-39.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 19.20% | 30.39%-11.2pp | 27.99%-8.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $13,334 | $3,126+326.5% | $2,662+400.9% | $4,379+204.5% |
| Participant deferral / active EE | $6,513 | $5,053+28.9% | $4,377+48.8% | $6,730-3.2% |
| Admin fee / account holder | $696 | $11,369-93.9% | $9,463-92.6% | $14,365-95.2% |