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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 | $131,480 | $39,798+230.4% | $67,704+94.2% | $59,633+120.5% |
| Participation rate | 93.5% | 57.4%+36.2pp | 67.5%+26.0pp | 68.7%+24.9pp |
| Annual return | 2.45% | 89.94%-87.5pp | 25.41%-23.0pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $2,748 | $1,393+97.3% | $2,559+7.4% | $2,203+24.8% |
| Participant deferral / active EE | $8,690 | $2,335+272.2% | $3,585+142.4% | $3,192+172.3% |
| Admin fee / account holder | $2,840 | $3,212-11.6% | $4,255-33.2% | $4,297-33.9% |