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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 | $89,315 | $79,894+11.8% | $135,792-34.2% | $82,637+8.1% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 15.82% | 17.20%-1.4pp | 25.96%-10.1pp | 53.51%-37.7pp |
| Employer contribution / active EE | $3,229 | $2,165+49.1% | $3,496-7.6% | $2,552+26.5% |
| Participant deferral / active EE | $2,646 | $3,194-17.2% | $4,759-44.4% | $4,126-35.9% |
| Admin fee / account holder | $2,712 | $6,434-57.9% | $12,266-77.9% | $7,339-63.0% |