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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 | $122,474 | $56,197+117.9% | $67,652+81.0% | $59,633+105.4% |
| Participation rate | 88.6% | 71.5%+17.1pp | 75.7%+12.9pp | 68.7%+19.9pp |
| Annual return | 0.90% | 18508.10%-18507.2pp | 6625.40%-6624.5pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,958 | $1,615+21.3% | $2,266-13.6% | $2,203-11.1% |
| Participant deferral / active EE | $5,280 | $2,844+85.7% | $3,560+48.3% | $3,192+65.4% |
| Admin fee / account holder | $1,515 | $3,958-61.7% | $4,821-68.6% | $4,297-64.7% |