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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 | $114,419 | $88,583+29.2% | $88,497+29.3% | $273,972-58.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 13.16% | 5.68%+7.5pp | 7.63%+5.5pp | 41.46%-28.3pp |
| Employer contribution / active EE | $4,629 | $4,502+2.8% | $4,036+14.7% | $4,869-4.9% |
| Participant deferral / active EE | $3,819 | $4,891-21.9% | $4,899-22.0% | $5,287-27.8% |
| Admin fee / account holder | $500 | $8,980-94.4% | $6,220-92.0% | $10,133-95.1% |