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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 | $147,467 | $56,894+159.2% | $84,753+74.0% | $62,881+134.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.59% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $4,574 | $2,400+90.6% | $3,574+28.0% | $2,281+100.5% |
| Participant deferral / active EE | $2,739 | $2,709+1.1% | $3,712-26.2% | $3,203-14.5% |
| Admin fee / account holder | $1,933 | $3,581-46.0% | $5,333-63.8% | $4,296-55.0% |