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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 | $85,361 | $72,273+18.1% | $101,275-15.7% | $79,856+6.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.86% | 22.30%-8.4pp | 46.48%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,346 | $2,691-50.0% | $3,660-63.2% | $2,471-45.5% |
| Participant deferral / active EE | $8,096 | $3,282+146.7% | $4,371+85.2% | $3,741+116.4% |
| Admin fee / account holder | $1,956 | $4,401-55.6% | $5,948-67.1% | $5,306-63.1% |