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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 | $61,087 | $56,287+8.5% | $80,977-24.6% | $62,881-2.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.78% | 22.13%-16.3pp | 17.11%-11.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,433 | $1,943+76.7% | $3,715-7.6% | $2,281+50.5% |
| Participant deferral / active EE | $6,133 | $4,196+46.2% | $5,696+7.7% | $3,203+91.5% |
| Admin fee / account holder | $11,089 | $3,742+196.3% | $5,517+101.0% | $4,296+158.1% |