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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 | $242,748 | $60,349+302.2% | $74,184+227.2% | $62,881+286.0% |
| Participation rate | 96.3% | 72.7%+23.6pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 5.46% | 21.38%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $12,781 | $1,680+660.6% | $2,370+439.3% | $2,281+460.3% |
| Participant deferral / active EE | $1,687 | $2,856-41.0% | $3,550-52.5% | $3,203-47.3% |
| Admin fee / account holder | $6,455 | $4,261+51.5% | $5,586+15.6% | $4,296+50.3% |