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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 | $132,716 | $56,287+135.8% | $80,977+63.9% | $62,881+111.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 7.54% | 22.13%-14.6pp | 17.11%-9.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,005 | $1,943+3.2% | $3,715-46.0% | $2,281-12.1% |
| Participant deferral / active EE | $7,670 | $4,196+82.8% | $5,696+34.7% | $3,203+139.5% |
| Admin fee / account holder | $9,559 | $3,742+155.5% | $5,517+73.3% | $4,296+122.5% |