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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 | $102,024 | $172,111-40.7% | $150,298-32.1% | $137,256-25.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.08% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,536 | $4,636-45.3% | $4,154-39.0% | $4,156-39.0% |
| Participant deferral / active EE | $7,489 | $6,166+21.5% | $5,453+37.4% | $6,407+16.9% |
| Admin fee / account holder | $1,680 | $16,471-89.8% | $14,116-88.1% | $12,270-86.3% |