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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 | $123,862 | $43,075+187.6% | $74,577+66.1% | $62,881+97.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 6.55% | 17.50%-11.0pp | 20.47%-13.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $8,395 | $1,498+460.6% | $2,525+232.5% | $2,281+268.1% |
| Participant deferral / active EE | $10,447 | $2,389+337.2% | $3,458+202.1% | $3,203+226.2% |
| Admin fee / account holder | $886 | $2,840-68.8% | $4,138-78.6% | $4,296-79.4% |