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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 | $196,150 | $65,685+198.6% | $57,181+243.0% | $273,965-28.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.04% | 21.99%-17.0pp | 14.59%-9.6pp | 41.45%-36.4pp |
| Employer contribution / active EE | $8,147 | $3,279+148.5% | $2,682+203.7% | $4,869+67.3% |
| Participant deferral / active EE | $7,888 | $3,781+108.6% | $3,096+154.8% | $5,287+49.2% |
| Admin fee / account holder | $36,508 | $4,835+655.1% | $3,139+1062.9% | $10,132+260.3% |