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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 | $76,390 | $60,349+26.6% | $74,184+3.0% | $62,881+21.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.55% | 21.38%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,471 | $1,680+166.1% | $2,370+88.6% | $2,281+96.0% |
| Participant deferral / active EE | $2,390 | $2,856-16.3% | $3,550-32.7% | $3,203-25.4% |
| Admin fee / account holder | $9,697 | $4,261+127.6% | $5,586+73.6% | $4,296+125.7% |