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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 | $115,437 | $105,623+9.3% | $87,502+31.9% | $273,972-57.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.17% | 12.26%-4.1pp | 12.21%-4.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,463 | $3,141+10.3% | $2,550+35.8% | $4,869-28.9% |
| Participant deferral / active EE | $3,347 | $3,601-7.0% | $3,149+6.3% | $5,287-36.7% |
| Admin fee / account holder | $4,918 | $4,781+2.9% | $4,221+16.5% | $10,133-51.5% |