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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 | $92,309 | $56,287+64.0% | $80,977+14.0% | $62,881+46.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 11.75% | 22.13%-10.4pp | 17.11%-5.4pp | 20.14%-8.4pp |
| Employer contribution / active EE | $2,443 | $1,943+25.7% | $3,715-34.2% | $2,281+7.1% |
| Participant deferral / active EE | $5,995 | $4,196+42.9% | $5,696+5.2% | $3,203+87.2% |
| Admin fee / account holder | $562 | $3,742-85.0% | $5,517-89.8% | $4,296-86.9% |