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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 | $222,827 | $106,864+108.5% | $147,318+51.3% | $82,637+169.6% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.1%+15.3pp | 68.1%+29.3pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $1,035 | $3,417-69.7% | $4,593-77.5% | $2,552-59.4% |
| Participant deferral / active EE | $3,156 | $6,496-51.4% | $7,906-60.1% | $4,126-23.5% |
| Admin fee / account holder | $1,686 | $8,415-80.0% | $13,708-87.7% | $7,339-77.0% |