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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 | $91,797 | $108,825-15.6% | $156,181-41.2% | $82,448+11.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 25.80% | 20.59%+5.2pp | 64.87%-39.1pp | 41.64%-15.8pp |
| Employer contribution / active EE | $1,895 | $2,870-34.0% | $4,294-55.9% | $2,551-25.7% |
| Participant deferral / active EE | $2,260 | $4,577-50.6% | $6,132-63.1% | $4,139-45.4% |
| Admin fee / account holder | $19,295 | $9,341+106.6% | $14,586+32.3% | $7,234+166.7% |