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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 | $83,782 | $72,012+16.3% | $185,827-54.9% | $79,858+4.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 15.39% | 23.12%-7.7pp | 35.96%-20.6pp | 31.72%-16.3pp |
| Employer contribution / active EE | $2,781 | $1,965+41.5% | $4,087-32.0% | $2,471+12.5% |
| Participant deferral / active EE | $4,004 | $3,779+6.0% | $5,633-28.9% | $3,740+7.1% |
| Admin fee / account holder | $2,257 | $4,513-50.0% | $9,502-76.2% | $5,306-57.5% |