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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 | $200,709 | $57,065+251.7% | $75,670+165.2% | $70,131+186.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 14.59% | 23.57%-9.0pp | 27.34%-12.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $7,008 | $1,817+285.8% | $2,352+198.0% | $2,342+199.2% |
| Participant deferral / active EE | $4,765 | $2,580+84.7% | $3,142+51.7% | $3,332+43.0% |
| Admin fee / account holder | $8,030 | $3,825+109.9% | $5,800+38.4% | $4,645+72.8% |