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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 | $248,180 | $72,177+243.8% | $115,037+115.7% | $59,632+316.2% |
| Participation rate | 95.9% | 72.6%+23.4pp | 81.4%+14.6pp | 68.7%+27.2pp |
| Annual return | 4.03% | 12.02%-8.0pp | 26.14%-22.1pp | 2041.32%-2037.3pp |
| Employer contribution / active EE | $9,594 | $2,841+237.7% | $4,608+108.2% | $2,203+335.6% |
| Participant deferral / active EE | $10,328 | $4,783+115.9% | $6,026+71.4% | $3,192+223.6% |
| Admin fee / account holder | $3,634 | $4,927-26.3% | $8,175-55.6% | $4,297-15.4% |