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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 | $81,498 | $67,602+20.6% | $82,312-1.0% | $70,126+16.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.78% | 21.57%-3.8pp | 25.88%-8.1pp | 73.15%-55.4pp |
| Employer contribution / active EE | $3,969 | $1,755+126.2% | $2,428+63.4% | $2,343+69.4% |
| Participant deferral / active EE | $4,961 | $2,987+66.1% | $3,706+33.9% | $3,332+48.9% |
| Admin fee / account holder | $3,353 | $4,512-25.7% | $5,608-40.2% | $4,645-27.8% |