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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 | $184,234 | $93,064+98.0% | $74,577+147.0% | $273,972-32.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.58% | 26.18%-20.6pp | 20.47%-14.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $11,091 | $3,160+251.0% | $2,525+339.2% | $4,869+127.8% |
| Participant deferral / active EE | $8,294 | $4,160+99.3% | $3,458+139.8% | $5,287+56.9% |
| Admin fee / account holder | $3,638 | $5,273-31.0% | $4,138-12.1% | $10,133-64.1% |