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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 | $82,071 | $81,504+0.7% | $102,437-19.9% | $80,959+1.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.58% | 25.60%-13.0pp | 24.95%-12.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $3,202 | $3,104+3.2% | $3,871-17.3% | $2,757+16.1% |
| Participant deferral / active EE | $6,467 | $3,871+67.1% | $5,060+27.8% | $4,300+50.4% |
| Admin fee / account holder | $4,340 | $6,719-35.4% | $8,388-48.3% | $6,925-37.3% |