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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 | $101,958 | $58,493+74.3% | $84,023+21.3% | $72,976+39.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.33% | 28.93%-7.6pp | 71.32%-50.0pp | 81.02%-59.7pp |
| Employer contribution / active EE | $2,030 | $1,163+74.5% | $1,984+2.3% | $2,440-16.8% |
| Participant deferral / active EE | $3,044 | $2,394+27.1% | $3,239-6.0% | $3,608-15.6% |
| Admin fee / account holder | $1,429 | $4,569-68.7% | $6,102-76.6% | $5,124-72.1% |