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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 | $164,279 | $63,809+157.5% | $81,353+101.9% | $80,935+103.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 13.85% | 16.37%-2.5pp | 24.82%-11.0pp | 35.66%-21.8pp |
| Employer contribution / active EE | $10,206 | $1,981+415.3% | $2,464+314.2% | $2,757+270.2% |
| Participant deferral / active EE | $11,626 | $3,093+275.9% | $3,885+199.3% | $4,299+170.4% |
| Admin fee / account holder | $19,833 | $5,686+248.8% | $5,766+243.9% | $6,924+186.4% |