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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 | $194,513 | $76,551+154.1% | $123,894+57.0% | $62,881+209.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.78% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,222 | $2,882+11.8% | $4,617-30.2% | $2,281+41.3% |
| Participant deferral / active EE | $7,657 | $4,840+58.2% | $5,984+27.9% | $3,203+139.1% |
| Admin fee / account holder | $2,323 | $4,826-51.9% | $8,357-72.2% | $4,296-45.9% |