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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 | $116,165 | $60,349+92.5% | $74,184+56.6% | $62,881+84.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.13% | 21.38%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $3,016 | $1,680+79.5% | $2,370+27.3% | $2,281+32.2% |
| Participant deferral / active EE | $6,683 | $2,856+134.0% | $3,550+88.3% | $3,203+108.7% |
| Admin fee / account holder | $4,925 | $4,261+15.6% | $5,586-11.8% | $4,296+14.6% |