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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 | $107,076 | $99,345+7.8% | $84,753+26.3% | $273,972-60.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.78% | 22.93%-15.1pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $3,933 | $4,214-6.7% | $3,574+10.0% | $4,869-19.2% |
| Participant deferral / active EE | $3,586 | $4,270-16.0% | $3,712-3.4% | $5,287-32.2% |
| Admin fee / account holder | $1,465 | $6,645-77.9% | $5,333-72.5% | $10,133-85.5% |