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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 | $79,310 | $81,276-2.4% | $155,574-49.0% | $80,925-2.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.30% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $7,891 | $3,103+154.3% | $4,676+68.8% | $2,756+186.3% |
| Participant deferral / active EE | $6,725 | $3,453+94.8% | $5,629+19.5% | $4,299+56.4% |
| Admin fee / account holder | $1,375 | $7,993-82.8% | $15,914-91.4% | $6,940-80.2% |