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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 | $75,475 | $77,817-3.0% | $123,553-38.9% | $64,173+17.6% |
| Participation rate | 95.7% | 74.7%+21.0pp | 82.3%+13.4pp | 69.6%+26.2pp |
| Annual return | 1.77% | 12.49%-10.7pp | 119.21%-117.4pp | 7.63%-5.9pp |
| Employer contribution / active EE | $4,925 | $3,014+63.4% | $4,628+6.4% | $2,381+106.8% |
| Participant deferral / active EE | $9,139 | $5,240+74.4% | $6,426+42.2% | $3,470+163.4% |
| Admin fee / account holder | $3,253 | $5,519-41.1% | $9,284-65.0% | $4,887-33.4% |