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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 | $79,665 | $84,236-5.4% | $170,435-53.3% | $70,126+13.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.55% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $4,299 | $3,387+26.9% | $5,432-20.9% | $2,343+83.5% |
| Participant deferral / active EE | $5,161 | $3,086+67.3% | $4,939+4.5% | $3,332+54.9% |
| Admin fee / account holder | $3,611 | $5,698-36.6% | $13,881-74.0% | $4,645-22.3% |