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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 | $73,133 | $63,949+14.4% | $129,031-43.3% | $94,015-22.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.4%+26.6pp | 70.8%+29.2pp |
| Annual return | 13.57% | 17.56%-4.0pp | 34.67%-21.1pp | 17.84%-4.3pp |
| Employer contribution / active EE | $7,271 | $1,865+289.9% | $3,226+125.4% | $2,790+160.6% |
| Participant deferral / active EE | $3,996 | $3,686+8.4% | $5,217-23.4% | $4,249-6.0% |
| Admin fee / account holder | $17,488 | $5,523+216.6% | $13,208+32.4% | $8,951+95.4% |