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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 | $103,438 | $101,795+1.6% | $165,100-37.3% | $80,959+27.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.57% | 16.73%-5.2pp | 70.21%-58.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,782 | $2,954-39.7% | $4,348-59.0% | $2,757-35.4% |
| Participant deferral / active EE | $4,353 | $4,476-2.7% | $6,035-27.9% | $4,300+1.2% |
| Admin fee / account holder | $8,615 | $8,221+4.8% | $12,696-32.1% | $6,925+24.4% |