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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 | $81,451 | $126,661-35.7% | $113,397-28.2% | $138,895-41.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 20.94% | 25.05%-4.1pp | 23.20%-2.3pp | 145.39%-124.5pp |
| Employer contribution / active EE | $2,871 | $3,456-16.9% | $2,977-3.6% | $4,194-31.5% |
| Participant deferral / active EE | $8,612 | $5,693+51.3% | $5,076+69.6% | $6,396+34.6% |
| Admin fee / account holder | $993 | $14,549-93.2% | $11,957-91.7% | $12,562-92.1% |