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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 | $73,498 | $56,544+30.0% | $75,501-2.7% | $70,126+4.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 14.74% | 23.59%-8.8pp | 27.35%-12.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $4,576 | $1,817+151.9% | $2,352+94.6% | $2,343+95.4% |
| Participant deferral / active EE | $2,583 | $2,580+0.1% | $3,142-17.8% | $3,332-22.5% |
| Admin fee / account holder | $1,359 | $3,827-64.5% | $5,801-76.6% | $4,645-70.8% |