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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 | $88,339 | $110,379-20.0% | $102,412-13.7% | $145,884-39.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.41% | 24.84%-12.4pp | 24.94%-12.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,160 | $4,216-48.8% | $3,870-44.2% | $4,662-53.7% |
| Participant deferral / active EE | $7,840 | $5,622+39.5% | $5,060+54.9% | $6,690+17.2% |
| Admin fee / account holder | $1,120 | $9,745-88.5% | $8,388-86.6% | $13,392-91.6% |