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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 | $104,902 | $106,280-1.3% | $96,538+8.7% | $139,487-24.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.45% | 38.48%-17.0pp | 35.74%-14.3pp | 373.84%-352.4pp |
| Employer contribution / active EE | $1,759 | $4,107-57.2% | $3,740-53.0% | $4,755-63.0% |
| Participant deferral / active EE | $5,264 | $5,457-3.5% | $4,880+7.9% | $6,713-21.6% |
| Admin fee / account holder | $11,305 | $7,888+43.3% | $6,737+67.8% | $11,407-0.9% |