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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 | $214,082 | $90,486+136.6% | $78,676+172.1% | $273,972-21.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.62% | 75.62%-68.0pp | 62.19%-54.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $6,669 | $3,175+110.0% | $2,850+134.0% | $4,869+37.0% |
| Participant deferral / active EE | $16,736 | $3,901+329.0% | $3,517+375.9% | $5,287+216.5% |
| Admin fee / account holder | $14,675 | $5,263+178.8% | $4,510+225.4% | $10,133+44.8% |