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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 | $76,643 | $76,407+0.3% | $150,298-49.0% | $82,448-7.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.61% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $6,810 | $2,614+160.5% | $4,154+63.9% | $2,551+167.0% |
| Participant deferral / active EE | $5,709 | $3,214+77.6% | $5,453+4.7% | $4,139+37.9% |
| Admin fee / account holder | $349 | $6,352-94.5% | $14,116-97.5% | $7,234-95.2% |