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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 | $87,118 | $56,197+55.0% | $67,652+28.8% | $59,633+46.1% |
| Participation rate | 97.5% | 71.5%+26.0pp | 75.7%+21.8pp | 68.7%+28.8pp |
| Annual return | -0.83% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $2,627 | $1,615+62.7% | $2,266+16.0% | $2,203+19.3% |
| Participant deferral / active EE | $7,907 | $2,844+178.1% | $3,560+122.1% | $3,192+147.7% |
| Admin fee / account holder | $331 | $3,958-91.6% | $4,821-93.1% | $4,297-92.3% |