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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 | $167,249 | $63,082+165.1% | $81,726+104.6% | $79,856+109.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 13.64% | 22.66%-9.0pp | 29.49%-15.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,862 | $1,795+115.1% | $4,311-10.4% | $2,471+56.3% |
| Participant deferral / active EE | $5,659 | $2,780+103.5% | $7,108-20.4% | $3,741+51.3% |
| Admin fee / account holder | $13,585 | $4,428+206.8% | $5,160+163.3% | $5,306+156.0% |