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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 | $97,904 | $73,981+32.3% | $105,754-7.4% | $62,881+55.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 9.00% | 17.60%-8.6pp | 12.25%-3.3pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,402 | $2,856-15.9% | $4,079-41.1% | $2,281+5.3% |
| Participant deferral / active EE | $4,743 | $4,038+17.4% | $5,326-10.9% | $3,203+48.1% |
| Admin fee / account holder | $642 | $5,976-89.3% | $8,309-92.3% | $4,296-85.0% |