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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 | $237,689 | $52,306+354.4% | $69,779+240.6% | $62,881+278.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 9.26% | 13.35%-4.1pp | 12.99%-3.7pp | 20.14%-10.9pp |
| Employer contribution / active EE | $8,271 | $1,799+359.7% | $2,338+253.7% | $2,281+262.6% |
| Participant deferral / active EE | $7,395 | $2,395+208.8% | $2,931+152.3% | $3,203+130.9% |
| Admin fee / account holder | $30,987 | $3,691+739.5% | $4,381+607.3% | $4,296+621.3% |