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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 | $200,948 | $69,977+187.2% | $108,582+85.1% | $62,881+219.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.20% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $5,963 | $2,135+179.3% | $3,758+58.7% | $2,281+161.4% |
| Participant deferral / active EE | $5,135 | $3,165+62.2% | $4,311+19.1% | $3,203+60.3% |
| Admin fee / account holder | $1,673 | $5,076-67.0% | $7,645-78.1% | $4,296-61.1% |