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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 | $77,507 | $76,371+1.5% | $93,621-17.2% | $72,975+6.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.79% | 25.82%-5.0pp | 32.76%-12.0pp | 81.01%-60.2pp |
| Employer contribution / active EE | $2,088 | $2,276-8.3% | $2,719-23.2% | $2,440-14.4% |
| Participant deferral / active EE | $4,336 | $3,538+22.5% | $4,070+6.6% | $3,608+20.2% |
| Admin fee / account holder | $5,664 | $6,839-17.2% | $7,890-28.2% | $5,124+10.5% |