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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 | $86,952 | $73,787+17.8% | $98,716-11.9% | $82,448+5.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 16.25% | 18.57%-2.3pp | 31.81%-15.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,282 | $1,511+117.2% | $2,279+44.0% | $2,551+28.6% |
| Participant deferral / active EE | $3,596 | $3,081+16.7% | $4,048-11.1% | $4,139-13.1% |
| Admin fee / account holder | $1,243 | $6,500-80.9% | $8,703-85.7% | $7,234-82.8% |