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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 | $207,628 | $57,590+260.5% | $86,233+140.8% | $82,448+151.8% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 14.72% | 22.41%-7.7pp | 61.39%-46.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,382 | $1,655+104.3% | $2,504+35.0% | $2,551+32.6% |
| Participant deferral / active EE | $8,019 | $3,080+160.4% | $4,559+75.9% | $4,139+93.7% |
| Admin fee / account holder | $4,202 | $4,730-11.2% | $8,342-49.6% | $7,234-41.9% |