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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 | $198,544 | $58,493+239.4% | $84,021+136.3% | $72,975+172.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.07% | 28.93%-6.9pp | 71.32%-49.2pp | 81.01%-58.9pp |
| Employer contribution / active EE | $1,460 | $1,163+25.5% | $1,984-26.4% | $2,440-40.2% |
| Participant deferral / active EE | $6,081 | $2,394+154.0% | $3,239+87.7% | $3,608+68.5% |
| Admin fee / account holder | $4,559 | $4,569-0.2% | $6,102-25.3% | $5,124-11.0% |