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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 | $88,582 | $86,940+1.9% | $102,434-13.5% | $80,935+9.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.10% | 18.89%-2.8pp | 29.46%-13.4pp | 35.66%-19.6pp |
| Employer contribution / active EE | $4,655 | $2,370+96.4% | $3,023+54.0% | $2,757+68.9% |
| Participant deferral / active EE | $7,985 | $4,121+93.8% | $5,055+58.0% | $4,299+85.7% |
| Admin fee / account holder | $2,391 | $8,047-70.3% | $9,462-74.7% | $6,924-65.5% |