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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 | $210,472 | $86,919+142.1% | $102,457+105.4% | $80,911+160.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.79% | 18.90%-5.1pp | 29.41%-15.6pp | 35.63%-21.8pp |
| Employer contribution / active EE | $2,358 | $2,368-0.4% | $3,022-22.0% | $2,756-14.4% |
| Participant deferral / active EE | $8,024 | $4,119+94.8% | $5,054+58.8% | $4,297+86.7% |
| Admin fee / account holder | $14,973 | $8,049+86.0% | $9,451+58.4% | $6,935+115.9% |