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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 | $193,800 | $56,197+244.9% | $67,652+186.5% | $59,633+225.0% |
| Participation rate | 95.6% | 71.5%+24.1pp | 75.7%+19.9pp | 68.7%+26.9pp |
| Annual return | 1.06% | 18508.10%-18507.0pp | 6625.40%-6624.3pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $7,708 | $1,615+377.4% | $2,266+240.2% | $2,203+249.9% |
| Participant deferral / active EE | $5,960 | $2,844+109.6% | $3,560+67.4% | $3,192+86.7% |
| Admin fee / account holder | $6,639 | $3,958+67.7% | $4,821+37.7% | $4,297+54.5% |