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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 | $104,645 | $72,177+45.0% | $115,038-9.0% | $59,633+75.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.17% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $11,976 | $2,841+321.5% | $4,608+159.9% | $2,203+443.7% |
| Participant deferral / active EE | $9,252 | $4,783+93.4% | $6,026+53.5% | $3,192+189.9% |
| Admin fee / account holder | $13,418 | $4,927+172.3% | $8,175+64.1% | $4,297+212.3% |