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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 | $143,659 | $105,623+36.0% | $87,502+64.2% | $273,972-47.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.92% | 12.26%-7.3pp | 12.21%-7.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,154 | $3,141-63.3% | $2,550-54.7% | $4,869-76.3% |
| Participant deferral / active EE | $2,530 | $3,601-29.7% | $3,149-19.6% | $5,287-52.1% |
| Admin fee / account holder | $3,215 | $4,781-32.7% | $4,221-23.8% | $10,133-68.3% |