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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 | $113,298 | $58,512+93.6% | $84,020+34.8% | $72,983+55.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 23.34% | 28.93%-5.6pp | 71.31%-48.0pp | 81.01%-57.7pp |
| Employer contribution / active EE | $2,061 | $1,163+77.2% | $1,984+3.9% | $2,440-15.5% |
| Participant deferral / active EE | $2,682 | $2,394+12.0% | $3,239-17.2% | $3,608-25.7% |
| Admin fee / account holder | $785 | $4,569-82.8% | $6,101-87.1% | $5,124-84.7% |