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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 | $96,758 | $95,453+1.4% | $112,040-13.6% | $82,448+17.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.21% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,742 | $2,318+18.3% | $2,954-7.2% | $2,551+7.5% |
| Participant deferral / active EE | $6,775 | $4,224+60.4% | $5,098+32.9% | $4,139+63.7% |
| Admin fee / account holder | $39,239 | $9,013+335.3% | $12,098+224.3% | $7,234+442.4% |