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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 | $81,316 | $76,407+6.4% | $150,298-45.9% | $82,448-1.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.89% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,269 | $2,614-13.2% | $4,154-45.4% | $2,551-11.0% |
| Participant deferral / active EE | $4,360 | $3,214+35.6% | $5,453-20.0% | $4,139+5.3% |
| Admin fee / account holder | $7,234 | $6,352+13.9% | $14,116-48.8% | $7,2340% |