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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 | $226,907 | $72,177+214.4% | $115,038+97.2% | $59,633+280.5% |
| Participation rate | 71.9% | 72.6%-0.7pp | 81.4%-9.5pp | 68.7%+3.2pp |
| Annual return | 2.59% | 12.02%-9.4pp | 26.14%-23.5pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $5,196 | $2,841+82.9% | $4,608+12.8% | $2,203+135.9% |
| Participant deferral / active EE | $7,378 | $4,783+54.3% | $6,026+22.4% | $3,192+131.2% |
| Admin fee / account holder | $1,491 | $4,927-69.7% | $8,175-81.8% | $4,297-65.3% |