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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 | $89,531 | $95,404-6.2% | $113,397-21.0% | $82,637+8.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.26% | 19.08%-1.8pp | 23.20%-5.9pp | 53.51%-36.3pp |
| Employer contribution / active EE | $3,787 | $2,307+64.2% | $2,977+27.2% | $2,552+48.4% |
| Participant deferral / active EE | $5,034 | $4,220+19.3% | $5,076-0.8% | $4,126+22.0% |
| Admin fee / account holder | $6,463 | $9,168-29.5% | $11,957-45.9% | $7,339-11.9% |