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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 | $69,081 | $117,895-41.4% | $102,460-32.6% | $145,897-52.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.77% | 31.92%-21.2pp | 29.47%-18.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $3,344 | $3,619-7.6% | $3,025+10.5% | $4,663-28.3% |
| Participant deferral / active EE | $5,583 | $5,736-2.7% | $5,056+10.4% | $6,689-16.5% |
| Admin fee / account holder | $1,459 | $13,353-89.1% | $9,460-84.6% | $13,390-89.1% |