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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 | $105,555 | $81,233+29.9% | $155,567-32.1% | $80,874+30.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.92% | 33.33%-21.4pp | 64.74%-52.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,841 | $3,101-8.4% | $4,674-39.2% | $2,756+3.1% |
| Participant deferral / active EE | $3,990 | $3,452+15.6% | $5,628-29.1% | $4,297-7.2% |
| Admin fee / account holder | $7,282 | $7,998-8.9% | $15,916-54.2% | $6,935+5.0% |