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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 | $113,446 | $77,492+46.4% | $100,398+13.0% | $80,911+40.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 14.37% | 37.23%-22.9pp | 49.32%-35.0pp | 35.63%-21.3pp |
| Employer contribution / active EE | $3,073 | $2,800+9.7% | $3,946-22.1% | $2,756+11.5% |
| Participant deferral / active EE | $6,722 | $6,817-1.4% | $8,084-16.8% | $4,297+56.4% |
| Admin fee / account holder | $3,537 | $5,892-40.0% | $7,893-55.2% | $6,935-49.0% |