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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 | $137,344 | $99,345+38.2% | $84,753+62.1% | $273,972-49.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.82% | 22.93%-20.1pp | 22.78%-20.0pp | 41.46%-38.6pp |
| Employer contribution / active EE | $2,374 | $4,214-43.7% | $3,574-33.6% | $4,869-51.2% |
| Participant deferral / active EE | $1,490 | $4,270-65.1% | $3,712-59.8% | $5,287-71.8% |
| Admin fee / account holder | $9,004 | $6,645+35.5% | $5,333+68.8% | $10,133-11.1% |