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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 | $99,030 | $57,590+72.0% | $86,233+14.8% | $82,448+20.1% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 15.11% | 22.41%-7.3pp | 61.39%-46.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,528 | $1,655+52.7% | $2,504+0.9% | $2,551-0.9% |
| Participant deferral / active EE | $4,269 | $3,080+38.6% | $4,559-6.4% | $4,139+3.1% |
| Admin fee / account holder | $5,650 | $4,730+19.4% | $8,342-32.3% | $7,234-21.9% |