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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 | $60,483 | $57,828+4.6% | $117,039-48.3% | $70,126-13.8% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 17.18% | 17.55%-0.4pp | 18.95%-1.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $2,411 | $1,816+32.7% | $3,785-36.3% | $2,343+2.9% |
| Participant deferral / active EE | $4,398 | $2,438+80.4% | $3,929+11.9% | $3,332+32.0% |
| Admin fee / account holder | $3,606 | $3,548+1.6% | $5,974-39.6% | $4,645-22.4% |