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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 | $72,512 | $61,660+17.6% | $80,022-9.4% | $64,173+13.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.06% | -0.33%+8.4pp | 11.22%-3.2pp | 7.63%+0.4pp |
| Employer contribution / active EE | $2,556 | $1,810+41.2% | $2,468+3.6% | $2,381+7.4% |
| Participant deferral / active EE | $2,938 | $2,968-1.0% | $3,686-20.3% | $3,470-15.3% |
| Admin fee / account holder | $14,095 | $5,417+160.2% | $6,521+116.1% | $4,887+188.4% |