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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 | $172,772 | $53,018+225.9% | $70,014+146.8% | $62,891+174.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 6.60% | 13.35%-6.7pp | 12.99%-6.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $7,131 | $1,799+296.3% | $2,338+204.9% | $2,281+212.6% |
| Participant deferral / active EE | $4,794 | $2,395+100.2% | $2,931+63.6% | $3,203+49.7% |
| Admin fee / account holder | $3,146 | $3,690-14.7% | $4,380-28.2% | $4,296-26.8% |