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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 | $73,157 | $60,349+21.2% | $74,184-1.4% | $62,881+16.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.64% | 21.38%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,797 | $1,680+7.0% | $2,370-24.2% | $2,281-21.2% |
| Participant deferral / active EE | $6,503 | $2,856+127.7% | $3,550+83.2% | $3,203+103.0% |
| Admin fee / account holder | $14,234 | $4,261+234.1% | $5,586+154.8% | $4,296+231.4% |