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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 | $88,324 | $106,864-17.3% | $147,318-40.0% | $82,637+6.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.80% | 27.49%-12.7pp | 70.43%-55.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $4,444 | $3,417+30.1% | $4,593-3.2% | $2,552+74.1% |
| Participant deferral / active EE | $7,030 | $6,496+8.2% | $7,906-11.1% | $4,126+70.4% |
| Admin fee / account holder | $6,673 | $8,415-20.7% | $13,708-51.3% | $7,339-9.1% |