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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 | $96,855 | $65,704+47.4% | $94,229+2.8% | $59,633+62.4% |
| Participation rate | 95.5% | 72.1%+23.3pp | 78.8%+16.7pp | 68.7%+26.8pp |
| Annual return | 2.24% | 5.22%-3.0pp | 10.68%-8.4pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $3,066 | $2,021+51.7% | $3,587-14.5% | $2,203+39.2% |
| Participant deferral / active EE | $3,820 | $3,143+21.5% | $4,320-11.6% | $3,192+19.7% |
| Admin fee / account holder | $2,100 | $4,265-50.8% | $6,269-66.5% | $4,297-51.1% |