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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 | $88,509 | $71,230+24.3% | $93,727-5.6% | $80,959+9.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 10.12% | 11.26%-1.1pp | 133.83%-123.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,841 | $1,565+17.6% | $2,421-24.0% | $2,757-33.2% |
| Participant deferral / active EE | $4,112 | $4,037+1.8% | $4,417-6.9% | $4,300-4.4% |
| Admin fee / account holder | $8,718 | $6,961+25.2% | $8,292+5.1% | $6,925+25.9% |