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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 | $80,564 | $76,407+5.4% | $150,298-46.4% | $82,448-2.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.83% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $4,415 | $2,614+68.9% | $4,154+6.3% | $2,551+73.1% |
| Participant deferral / active EE | $6,345 | $3,214+97.4% | $5,453+16.4% | $4,139+53.3% |
| Admin fee / account holder | $1,834 | $6,352-71.1% | $14,116-87.0% | $7,234-74.7% |