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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 | $113,898 | $86,922+31.0% | $102,438+11.2% | $80,874+40.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.90% | 18.90%-7.0pp | 29.37%-17.5pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,244 | $2,369-47.5% | $3,024-58.9% | $2,756-54.9% |
| Participant deferral / active EE | $6,325 | $4,119+53.6% | $5,054+25.2% | $4,297+47.2% |
| Admin fee / account holder | $7,491 | $8,050-6.9% | $9,448-20.7% | $6,935+8.0% |