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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 | $115,005 | $94,031+22.3% | $115,768-0.7% | $82,448+39.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 18.76% | 20.61%-1.8pp | 100.46%-81.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,866 | $2,323+23.4% | $2,940-2.5% | $2,551+12.4% |
| Participant deferral / active EE | $9,343 | $3,972+135.2% | $4,917+90.0% | $4,139+125.7% |
| Admin fee / account holder | $4,906 | $10,249-52.1% | $12,439-60.6% | $7,234-32.2% |