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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 | $177,726 | $92,219+92.7% | $76,767+131.5% | $135,380+31.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.27% | 5.46%+0.8pp | 2.43%+3.8pp | 519.81%-513.5pp |
| Employer contribution / active EE | $3,068 | $3,216-4.6% | $2,485+23.4% | $4,779-35.8% |
| Participant deferral / active EE | $9,112 | $4,508+102.1% | $3,852+136.6% | $5,609+62.5% |
| Admin fee / account holder | $20,193 | $10,749+87.9% | $6,675+202.5% | $10,828+86.5% |