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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 | $164,554 | $49,025+235.6% | $87,502+88.1% | $62,881+161.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 5.28% | 10.02%-4.7pp | 12.21%-6.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $8,455 | $1,372+516.4% | $2,550+231.6% | $2,281+270.7% |
| Participant deferral / active EE | $8,455 | $2,289+269.3% | $3,149+168.5% | $3,203+164.0% |
| Admin fee / account holder | $46,148 | $4,065+1035.1% | $4,221+993.4% | $4,296+974.3% |