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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 | $85,104 | $72,177+17.9% | $115,037-26.0% | $59,633+42.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 4.01% | 12.02%-8.0pp | 26.14%-22.1pp | 2041.40%-2037.4pp |
| Employer contribution / active EE | $11,144 | $2,841+292.2% | $4,608+141.8% | $2,203+405.9% |
| Participant deferral / active EE | $7,261 | $4,783+51.8% | $6,026+20.5% | $3,192+127.5% |
| Admin fee / account holder | $4,338 | $4,927-11.9% | $8,175-46.9% | $4,297+1.0% |