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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 | $82,923 | $81,276+2.0% | $155,574-46.7% | $80,925+2.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.12% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $11,117 | $3,103+258.3% | $4,676+137.8% | $2,756+303.3% |
| Participant deferral / active EE | $7,961 | $3,453+130.6% | $5,629+41.4% | $4,299+85.2% |
| Admin fee / account holder | $1,235 | $7,993-84.6% | $15,914-92.2% | $6,940-82.2% |