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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 | $87,638 | $81,446+7.6% | $103,374-15.2% | $80,874+8.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.92% | 25.57%-14.6pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $5,384 | $3,107+73.3% | $3,869+39.1% | $2,756+95.4% |
| Participant deferral / active EE | $3,266 | $3,870-15.6% | $5,058-35.4% | $4,297-24.0% |
| Admin fee / account holder | $6,496 | $6,715-3.3% | $8,394-22.6% | $6,935-6.3% |