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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 | $108,888 | $81,487+33.6% | $102,412+6.3% | $80,935+34.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.61% | 25.60%-13.0pp | 24.94%-12.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $6,656 | $3,103+114.5% | $3,870+72.0% | $2,757+141.5% |
| Participant deferral / active EE | $4,334 | $3,871+12.0% | $5,060-14.4% | $4,299+0.8% |
| Admin fee / account holder | $5,013 | $6,717-25.4% | $8,388-40.2% | $6,924-27.6% |