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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 | $89,772 | $78,428+14.5% | $95,960-6.4% | $79,852+12.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.38% | 19.37%-9.0pp | 91.63%-81.3pp | 31.72%-21.3pp |
| Employer contribution / active EE | $585 | $1,945-69.9% | $2,541-77.0% | $2,471-76.3% |
| Participant deferral / active EE | $3,897 | $3,440+13.3% | $4,167-6.5% | $3,740+4.2% |
| Admin fee / account holder | $6,931 | $5,622+23.3% | $6,797+2.0% | $5,306+30.6% |