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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 | $95,313 | $145,431-34.5% | $211,142-54.9% | $87,485+8.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 27.52% | 27.21%+0.3pp | 46.84%-19.3pp | 26.06%+1.5pp |
| Employer contribution / active EE | $4,213 | $4,662-9.6% | $6,442-34.6% | $2,596+62.3% |
| Participant deferral / active EE | $6,346 | $6,859-7.5% | $9,284-31.6% | $4,274+48.5% |
| Admin fee / account holder | $4,247 | $17,052-75.1% | $19,076-77.7% | $7,775-45.4% |