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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 | $87,702 | $65,703+33.5% | $94,228-6.9% | $59,633+47.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 3.36% | 5.22%-1.9pp | 10.68%-7.3pp | 2041.40%-2038.0pp |
| Employer contribution / active EE | $3,738 | $2,021+85.0% | $3,587+4.2% | $2,203+69.7% |
| Participant deferral / active EE | $4,547 | $3,143+44.7% | $4,320+5.3% | $3,192+42.5% |
| Admin fee / account holder | $3,267 | $4,264-23.4% | $6,269-47.9% | $4,297-24.0% |