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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 | $81,723 | $81,331+0.5% | $155,534-47.5% | $80,935+1.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.27% | 33.37%-21.1pp | 64.92%-52.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $5,572 | $3,105+79.5% | $4,675+19.2% | $2,757+102.1% |
| Participant deferral / active EE | $4,121 | $3,454+19.3% | $5,630-26.8% | $4,299-4.1% |
| Admin fee / account holder | $5,680 | $7,999-29.0% | $15,900-64.3% | $6,924-18.0% |