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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 | $199,592 | $63,703+213.3% | $93,063+114.5% | $82,448+142.1% |
| Participation rate | 97.7% | 63.8%+33.8pp | 72.1%+25.6pp | 68.1%+29.6pp |
| Annual return | 18.52% | -775.43%+793.9pp | 34.15%-15.6pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,319 | $1,729+34.2% | $2,476-6.3% | $2,551-9.1% |
| Participant deferral / active EE | $13,247 | $2,919+353.8% | $3,958+234.7% | $4,139+220.0% |
| Admin fee / account holder | $23,681 | $5,982+295.9% | $6,033+292.5% | $7,234+227.3% |