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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 | $191,008 | $99,343+92.3% | $84,751+125.4% | $273,968-30.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.10% | 22.93%-15.8pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,662 | $4,214-60.6% | $3,574-53.5% | $4,869-65.9% |
| Participant deferral / active EE | $9,246 | $4,269+116.6% | $3,712+149.1% | $5,287+74.9% |
| Admin fee / account holder | $1,190 | $6,645-82.1% | $5,333-77.7% | $10,132-88.3% |