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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 | $123,708 | $58,493+111.5% | $84,021+47.2% | $72,975+69.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 23.66% | 28.93%-5.3pp | 71.32%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $2,414 | $1,163+107.5% | $1,984+21.7% | $2,440-1.1% |
| Participant deferral / active EE | $4,374 | $2,394+82.7% | $3,239+35.0% | $3,608+21.2% |
| Admin fee / account holder | $1,387 | $4,569-69.7% | $6,102-77.3% | $5,124-72.9% |