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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 | $88,890 | $275,752-67.8% | $256,809-65.4% | $198,609-55.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 9.35% | 34.81%-25.5pp | 32.73%-23.4pp | 202.70%-193.4pp |
| Employer contribution / active EE | $5,653 | $7,721-26.8% | $7,263-22.2% | $5,055+11.8% |
| Participant deferral / active EE | $20,661 | $10,037+105.8% | $9,520+117.0% | $6,977+196.1% |
| Admin fee / account holder | $15,017 | $25,716-41.6% | $25,146-40.3% | $19,030-21.1% |