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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 | $228,212 | $93,071+145.2% | $74,583+206.0% | $273,965-16.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.91% | 26.18%-21.3pp | 20.47%-15.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $3,253 | $3,160+3.0% | $2,525+28.8% | $4,869-33.2% |
| Participant deferral / active EE | $4,062 | $4,160-2.3% | $3,458+17.5% | $5,287-23.2% |
| Admin fee / account holder | $26,737 | $5,272+407.1% | $4,138+546.2% | $10,132+163.9% |