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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 | $113,329 | $46,877+141.8% | $122,354-7.4% | $70,126+61.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.08% | 24.22%-11.1pp | 30.28%-17.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $7,255 | $1,288+463.1% | $4,051+79.1% | $2,343+209.7% |
| Participant deferral / active EE | $3,097 | $2,167+42.9% | $3,287-5.8% | $3,332-7.0% |
| Admin fee / account holder | $2,147 | $3,324-35.4% | $5,479-60.8% | $4,645-53.8% |