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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 | $64,037 | $61,660+3.9% | $80,022-20.0% | $64,173-0.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 2.25% | -0.33%+2.6pp | 11.22%-9.0pp | 7.63%-5.4pp |
| Employer contribution / active EE | $3,794 | $1,810+109.5% | $2,468+53.7% | $2,381+59.3% |
| Participant deferral / active EE | $4,590 | $2,968+54.7% | $3,686+24.5% | $3,470+32.3% |
| Admin fee / account holder | $16,480 | $5,417+204.2% | $6,521+152.7% | $4,887+237.2% |