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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 | $95,644 | $97,550-2.0% | $120,344-20.5% | $87,485+9.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 14.43% | 18.41%-4.0pp | 20.30%-5.9pp | 26.06%-11.6pp |
| Employer contribution / active EE | $3,505 | $2,291+53.0% | $3,020+16.1% | $2,596+35.0% |
| Participant deferral / active EE | $4,130 | $4,230-2.4% | $5,135-19.6% | $4,274-3.4% |
| Admin fee / account holder | $4,770 | $9,543-50.0% | $12,742-62.6% | $7,775-38.7% |