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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 | $90,543 | $112,729-19.7% | $98,716-8.3% | $137,256-34.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.84% | 38.48%-26.6pp | 31.81%-20.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,122 | $2,725+14.6% | $2,279+37.0% | $4,156-24.9% |
| Participant deferral / active EE | $7,355 | $4,640+58.5% | $4,048+81.7% | $6,407+14.8% |
| Admin fee / account holder | $11,284 | $10,129+11.4% | $8,703+29.7% | $12,270-8.0% |