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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 | $173,794 | $43,075+303.5% | $74,577+133.0% | $62,881+176.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 8.59% | 17.50%-8.9pp | 20.47%-11.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $7,470 | $1,498+398.8% | $2,525+195.8% | $2,281+227.5% |
| Participant deferral / active EE | $5,683 | $2,389+137.8% | $3,458+64.3% | $3,203+77.4% |
| Admin fee / account holder | $769 | $2,840-72.9% | $4,138-81.4% | $4,296-82.1% |