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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 | $161,139 | $72,177+123.3% | $115,038+40.1% | $59,633+170.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 3.23% | 12.02%-8.8pp | 26.14%-22.9pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $6,572 | $2,841+131.3% | $4,608+42.6% | $2,203+198.4% |
| Participant deferral / active EE | $6,681 | $4,783+39.7% | $6,026+10.9% | $3,192+109.3% |
| Admin fee / account holder | $4,032 | $4,927-18.2% | $8,175-50.7% | $4,297-6.2% |