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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 | $105,243 | $78,423+34.2% | $95,964+9.7% | $79,856+31.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.60% | 19.37%-3.8pp | 91.64%-76.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,158 | $1,945+62.3% | $2,541+24.2% | $2,471+27.8% |
| Participant deferral / active EE | $2,485 | $3,440-27.8% | $4,167-40.4% | $3,741-33.6% |
| Admin fee / account holder | $3,087 | $5,622-45.1% | $6,797-54.6% | $5,306-41.8% |