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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 | $78,620 | $77,472+1.5% | $100,415-21.7% | $80,959-2.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 23.64% | 37.26%-13.6pp | 49.47%-25.8pp | 35.67%-12.0pp |
| Employer contribution / active EE | $720 | $2,800-74.3% | $3,943-81.7% | $2,757-73.9% |
| Participant deferral / active EE | $7,336 | $6,818+7.6% | $8,091-9.3% | $4,300+70.6% |
| Admin fee / account holder | $7,997 | $5,885+35.9% | $7,906+1.2% | $6,925+15.5% |