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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 | $183,941 | $99,345+85.2% | $84,753+117.0% | $273,972-32.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.48% | 22.93%-14.5pp | 22.78%-14.3pp | 41.46%-33.0pp |
| Employer contribution / active EE | $4,484 | $4,214+6.4% | $3,574+25.4% | $4,869-7.9% |
| Participant deferral / active EE | $7,779 | $4,270+82.2% | $3,712+109.6% | $5,287+47.1% |
| Admin fee / account holder | $1,205 | $6,645-81.9% | $5,333-77.4% | $10,133-88.1% |