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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 | $101,450 | $99,345+2.1% | $84,753+19.7% | $273,972-63.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.09% | 22.93%-15.8pp | 22.78%-15.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,348 | $4,214-20.5% | $3,574-6.3% | $4,869-31.2% |
| Participant deferral / active EE | $7,217 | $4,270+69.0% | $3,712+94.4% | $5,287+36.5% |
| Admin fee / account holder | $1,156 | $6,645-82.6% | $5,333-78.3% | $10,133-88.6% |