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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 | $161,071 | $77,574+107.6% | $108,753+48.1% | $86,983+85.2% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 15.93% | 18.42%-2.5pp | 37.47%-21.5pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,805 | $1,611+12.1% | $2,427-25.6% | $2,584-30.2% |
| Participant deferral / active EE | $7,209 | $3,128+130.4% | $4,115+75.2% | $4,194+71.9% |
| Admin fee / account holder | $36,231 | $6,529+455.0% | $10,320+251.1% | $7,856+361.2% |