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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 | $233,713 | $63,809+266.3% | $81,353+187.3% | $80,935+188.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 16.06% | 16.37%-0.3pp | 24.82%-8.8pp | 35.66%-19.6pp |
| Employer contribution / active EE | $7,239 | $1,981+265.5% | $2,464+193.8% | $2,757+162.6% |
| Participant deferral / active EE | $5,144 | $3,093+66.3% | $3,885+32.4% | $4,299+19.7% |
| Admin fee / account holder | $1,373 | $5,686-75.9% | $5,766-76.2% | $6,924-80.2% |