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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 | $108,526 | $72,177+50.4% | $115,037-5.7% | $59,633+82.0% |
| Participation rate | 98.9% | 72.6%+26.3pp | 81.4%+17.5pp | 68.7%+30.2pp |
| Annual return | 2.48% | 12.02%-9.5pp | 26.14%-23.7pp | 2041.40%-2038.9pp |
| Employer contribution / active EE | $11,575 | $2,841+307.4% | $4,608+151.2% | $2,203+425.5% |
| Participant deferral / active EE | $7,839 | $4,783+63.9% | $6,026+30.1% | $3,192+145.6% |
| Admin fee / account holder | $7,050 | $4,927+43.1% | $8,175-13.8% | $4,297+64.1% |