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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 | $180,397 | $72,177+149.9% | $115,038+56.8% | $59,633+202.5% |
| Participation rate | 96.3% | 72.6%+23.7pp | 81.4%+14.9pp | 68.7%+27.6pp |
| Annual return | 1.95% | 12.02%-10.1pp | 26.14%-24.2pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $3,309 | $2,841+16.5% | $4,608-28.2% | $2,203+50.2% |
| Participant deferral / active EE | $9,458 | $4,783+97.7% | $6,026+56.9% | $3,192+196.3% |
| Admin fee / account holder | $47,600 | $4,927+866.1% | $8,175+482.2% | $4,297+1007.8% |