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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 | $67,504 | $86,938-22.4% | $102,423-34.1% | $80,925-16.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.93% | 18.89%-8.0pp | 29.42%-18.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $2,154 | $2,369-9.1% | $3,023-28.7% | $2,756-21.8% |
| Participant deferral / active EE | $6,201 | $4,120+50.5% | $5,054+22.7% | $4,299+44.3% |
| Admin fee / account holder | $11,094 | $8,053+37.8% | $9,455+17.3% | $6,940+59.9% |