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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 | $75,150 | $56,894+32.1% | $84,753-11.3% | $62,881+19.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.96% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,531 | $2,400+88.8% | $3,574+26.8% | $2,281+98.6% |
| Participant deferral / active EE | $3,542 | $2,709+30.8% | $3,712-4.6% | $3,203+10.6% |
| Admin fee / account holder | $4,366 | $3,581+21.9% | $5,333-18.1% | $4,296+1.6% |