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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 | $185,698 | $72,471+156.2% | $94,215+97.1% | $86,983+113.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 12.62% | 26.44%-13.8pp | 28.22%-15.6pp | 25.83%-13.2pp |
| Employer contribution / active EE | $13,719 | $1,936+608.7% | $2,675+412.8% | $2,584+430.8% |
| Participant deferral / active EE | $8,210 | $3,397+141.7% | $4,276+92.0% | $4,194+95.8% |
| Admin fee / account holder | $40,337 | $6,468+523.6% | $10,216+294.8% | $7,856+413.5% |