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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 | $104,342 | $72,486+43.9% | $87,103+19.8% | $72,976+43.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.98% | 24.46%+0.5pp | 28.19%-3.2pp | 81.02%-56.0pp |
| Employer contribution / active EE | $1,426 | $1,894-24.7% | $2,521-43.4% | $2,440-41.6% |
| Participant deferral / active EE | $4,539 | $3,270+38.8% | $4,049+12.1% | $3,608+25.8% |
| Admin fee / account holder | $2,777 | $5,055-45.1% | $7,491-62.9% | $5,124-45.8% |