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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 | $198,036 | $70,486+181.0% | $100,535+97.0% | $79,856+148.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 13.22% | 21.90%-8.7pp | 30.90%-17.7pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,453 | $2,165-32.9% | $3,419-57.5% | $2,471-41.2% |
| Participant deferral / active EE | $9,263 | $5,182+78.8% | $6,271+47.7% | $3,741+147.6% |
| Admin fee / account holder | $7,132 | $4,480+59.2% | $8,085-11.8% | $5,306+34.4% |