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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 | $241,918 | $95,453+153.4% | $112,040+115.9% | $82,448+193.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.09% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,329 | $2,318-42.7% | $2,954-55.0% | $2,551-47.9% |
| Participant deferral / active EE | $7,189 | $4,224+70.2% | $5,098+41.0% | $4,139+73.7% |
| Admin fee / account holder | $10,610 | $9,013+17.7% | $12,098-12.3% | $7,234+46.7% |