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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 | $107,793 | $76,834+40.3% | $108,359-0.5% | $87,485+23.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 14.46% | 19.09%-4.6pp | 36.89%-22.4pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,531 | $1,556-1.7% | $2,399-36.2% | $2,596-41.0% |
| Participant deferral / active EE | $8,075 | $3,100+160.5% | $4,137+95.2% | $4,274+88.9% |
| Admin fee / account holder | $10,739 | $6,537+64.3% | $9,741+10.2% | $7,775+38.1% |