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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 | $93,016 | $86,949+7.0% | $102,460-9.2% | $80,959+14.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.75% | 18.89%-6.1pp | 29.47%-16.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $5,952 | $2,370+151.1% | $3,025+96.7% | $2,757+115.9% |
| Participant deferral / active EE | $4,967 | $4,121+20.5% | $5,056-1.8% | $4,300+15.5% |
| Admin fee / account holder | $13,794 | $8,048+71.4% | $9,460+45.8% | $6,925+99.2% |