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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 | $107,412 | $92,219+16.5% | $76,767+39.9% | $135,380-20.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 8.08% | 5.46%+2.6pp | 2.43%+5.7pp | 519.81%-511.7pp |
| Employer contribution / active EE | $880 | $3,216-72.7% | $2,485-64.6% | $4,779-81.6% |
| Participant deferral / active EE | $5,271 | $4,508+16.9% | $3,852+36.8% | $5,609-6.0% |
| Admin fee / account holder | $1,835 | $10,749-82.9% | $6,675-72.5% | $10,828-83.1% |