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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 | $98,251 | $73,981+32.8% | $105,754-7.1% | $62,881+56.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 8.81% | 17.60%-8.8pp | 12.25%-3.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $7,262 | $2,856+154.2% | $4,079+78.0% | $2,281+218.4% |
| Participant deferral / active EE | $7,057 | $4,038+74.7% | $5,326+32.5% | $3,203+120.3% |
| Admin fee / account holder | $449 | $5,976-92.5% | $8,309-94.6% | $4,296-89.6% |