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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 | $109,667 | $135,956-19.3% | $123,894-11.5% | $273,972-60.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.30% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,681 | $5,170-48.1% | $4,617-41.9% | $4,869-44.9% |
| Participant deferral / active EE | $5,847 | $6,343-7.8% | $5,984-2.3% | $5,287+10.6% |
| Admin fee / account holder | $12,319 | $9,817+25.5% | $8,357+47.4% | $10,133+21.6% |