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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 | $105,064 | $75,720+38.8% | $90,312+16.3% | $86,983+20.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 72.9%+27.1pp | 69.5%+30.5pp |
| Annual return | 14.38% | 18.55%-4.2pp | 18.90%-4.5pp | 25.83%-11.4pp |
| Employer contribution / active EE | $3,592 | $1,945+84.6% | $2,243+60.2% | $2,584+39.0% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,624 | $6,201-57.7% | $8,248-68.2% | $7,856-66.6% |