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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 | $229,789 | $88,707+159.0% | $74,184+209.8% | $273,972-16.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.53% | 11.94%-7.4pp | 17.74%-13.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $9,622 | $3,159+204.6% | $2,370+306.0% | $4,869+97.6% |
| Participant deferral / active EE | $6,633 | $4,212+57.5% | $3,550+86.9% | $5,287+25.5% |
| Admin fee / account holder | $9,049 | $8,717+3.8% | $5,586+62.0% | $10,133-10.7% |