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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 | $214,609 | $88,707+141.9% | $74,184+189.3% | $273,972-21.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.00% | 11.94%-1.9pp | 17.74%-7.7pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,878 | $4,212-31.7% | $3,550-18.9% | $5,287-45.6% |
| Admin fee / account holder | $14,484 | $8,717+66.2% | $5,586+159.3% | $10,133+42.9% |