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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 | $90,057 | $106,749-15.6% | $145,433-38.1% | $82,448+9.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.44% | 27.59%-11.2pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,116 | $3,444-38.6% | $4,554-53.5% | $2,551-17.0% |
| Participant deferral / active EE | $5,709 | $6,519-12.4% | $7,897-27.7% | $4,139+37.9% |
| Admin fee / account holder | $14,750 | $8,390+75.8% | $13,129+12.4% | $7,234+103.9% |