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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 | $181,963 | $58,493+211.1% | $84,023+116.6% | $72,976+149.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 17.34% | 28.93%-11.6pp | 71.32%-54.0pp | 81.02%-63.7pp |
| Employer contribution / active EE | $3,887 | $1,163+234.2% | $1,984+95.9% | $2,440+59.3% |
| Participant deferral / active EE | $6,545 | $2,394+173.4% | $3,239+102.1% | $3,608+81.4% |
| Admin fee / account holder | $4,693 | $4,569+2.7% | $6,102-23.1% | $5,124-8.4% |