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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 | $84,537 | $67,602+25.1% | $82,312+2.7% | $70,126+20.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.16% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $2,209 | $1,755+25.9% | $2,428-9.0% | $2,343-5.7% |
| Participant deferral / active EE | $4,299 | $2,987+43.9% | $3,706+16.0% | $3,332+29.0% |
| Admin fee / account holder | $2,153 | $4,512-52.3% | $5,608-61.6% | $4,645-53.7% |