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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 | $85,014 | $87,166-2.5% | $76,735+10.8% | $137,256-38.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 20.53% | 26.50%-6.0pp | 29.77%-9.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,000 | $2,904+3.3% | $2,454+22.2% | $4,156-27.8% |
| Participant deferral / active EE | $13,276 | $4,726+180.9% | $4,088+224.8% | $6,407+107.2% |
| Admin fee / account holder | $412 | $8,403-95.1% | $7,189-94.3% | $12,270-96.6% |