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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 | $87,086 | $76,551+13.8% | $123,894-29.7% | $62,881+38.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.99% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,039 | $2,882-29.3% | $4,617-55.8% | $2,281-10.6% |
| Participant deferral / active EE | $8,652 | $4,840+78.8% | $5,984+44.6% | $3,203+170.1% |
| Admin fee / account holder | $1,188 | $4,826-75.4% | $8,357-85.8% | $4,296-72.3% |