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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 | $99,319 | $102,609-3.2% | $98,090+1.3% | $138,895-28.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.64% | 36.44%-21.8pp | 37.05%-22.4pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,450 | $3,867-36.7% | $3,606-32.1% | $4,194-41.6% |
| Participant deferral / active EE | $7,022 | $8,167-14.0% | $7,845-10.5% | $6,396+9.8% |
| Admin fee / account holder | $787 | $11,434-93.1% | $11,815-93.3% | $12,562-93.7% |