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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 | $107,089 | $83,485+28.3% | $125,195-14.5% | $72,976+46.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.39% | 25.77%-2.4pp | 43.79%-20.4pp | 81.02%-57.6pp |
| Employer contribution / active EE | $4,710 | $2,346+100.8% | $3,866+21.8% | $2,440+93.0% |
| Participant deferral / active EE | $5,462 | $3,586+52.3% | $4,937+10.6% | $3,608+51.4% |
| Admin fee / account holder | $2,381 | $5,518-56.9% | $9,704-75.5% | $5,124-53.5% |