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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 | $154,673 | $56,197+175.2% | $67,652+128.6% | $59,633+159.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.89% | 18508.10%-18505.2pp | 6625.40%-6622.5pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $2,776 | $1,615+72.0% | $2,266+22.5% | $2,203+26.1% |
| Participant deferral / active EE | $7,846 | $2,844+175.9% | $3,560+120.4% | $3,192+145.8% |
| Admin fee / account holder | $5,410 | $3,958+36.7% | $4,821+12.2% | $4,297+25.9% |