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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 | $135,429 | $60,349+124.4% | $74,184+82.6% | $62,881+115.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.96% | 21.38%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $5,016 | $1,680+198.5% | $2,370+111.7% | $2,281+119.9% |
| Participant deferral / active EE | $6,369 | $2,856+123.0% | $3,550+79.4% | $3,203+98.8% |
| Admin fee / account holder | $11,561 | $4,261+171.3% | $5,586+107.0% | $4,296+169.1% |