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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 | $91,965 | $107,809-14.7% | $97,032-5.2% | $155,188-40.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 20.79% | 38.06%-17.3pp | 35.38%-14.6pp | 148.84%-128.1pp |
| Employer contribution / active EE | $8,577 | $2,911+194.6% | $2,629+226.3% | $4,248+101.9% |
| Participant deferral / active EE | $16,952 | $5,129+230.5% | $4,672+262.8% | $6,531+159.6% |
| Admin fee / account holder | $2,178 | $10,717-79.7% | $9,418-76.9% | $14,480-85.0% |