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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 | $79,408 | $87,834-9.6% | $133,975-40.7% | $62,881+26.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.28% | 12.05%-4.8pp | 29.29%-22.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $5,073 | $3,482+45.7% | $5,211-2.6% | $2,281+122.4% |
| Participant deferral / active EE | $4,646 | $4,812-3.4% | $6,282-26.0% | $3,203+45.1% |
| Admin fee / account holder | $1,126 | $5,372-79.0% | $9,324-87.9% | $4,296-73.8% |