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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 | $228,243 | $73,787+209.3% | $98,716+131.2% | $82,448+176.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 17.79% | 18.57%-0.8pp | 31.81%-14.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $5,742 | $1,511+279.9% | $2,279+152.0% | $2,551+125.1% |
| Participant deferral / active EE | $6,448 | $3,081+109.3% | $4,048+59.3% | $4,139+55.8% |
| Admin fee / account holder | $10,524 | $6,500+61.9% | $8,703+20.9% | $7,234+45.5% |