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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 | $69,016 | $49,025+40.8% | $87,502-21.1% | $62,881+9.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 7.53% | 10.02%-2.5pp | 12.21%-4.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,449 | $1,372+5.6% | $2,550-43.2% | $2,281-36.5% |
| Participant deferral / active EE | $1,414 | $2,289-38.2% | $3,149-55.1% | $3,203-55.9% |
| Admin fee / account holder | $672 | $4,065-83.5% | $4,221-84.1% | $4,296-84.3% |