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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 | $79,137 | $112,729-29.8% | $98,716-19.8% | $137,256-42.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 22.19% | 38.48%-16.3pp | 31.81%-9.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,523 | $2,725-44.1% | $2,279-33.2% | $4,156-63.4% |
| Participant deferral / active EE | $9,902 | $4,640+113.4% | $4,048+144.6% | $6,407+54.6% |
| Admin fee / account holder | $2,065 | $10,129-79.6% | $8,703-76.3% | $12,270-83.2% |