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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 | $100,272 | $93,617+7.1% | $135,982-26.3% | $75,177+33.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.58% | 30.89%-12.3pp | 68.32%-49.7pp | 160.75%-142.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,698 | $6,406+67.0% | $7,760+37.9% | $4,126+159.3% |
| Admin fee / account holder | $3,281 | $6,980-53.0% | $10,767-69.5% | $5,651-41.9% |