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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 | $98,798 | $56,199+75.8% | $67,652+46.0% | $59,632+65.7% |
| Participation rate | 93.9% | 71.5%+22.4pp | 75.7%+18.2pp | 68.7%+25.2pp |
| Annual return | 1.07% | 18505.31%-18504.2pp | 6625.04%-6624.0pp | 2041.32%-2040.2pp |
| Employer contribution / active EE | $2,498 | $1,614+54.7% | $2,266+10.3% | $2,203+13.4% |
| Participant deferral / active EE | $2,212 | $2,844-22.2% | $3,560-37.9% | $3,192-30.7% |
| Admin fee / account holder | $4,768 | $3,958+20.4% | $4,821-1.1% | $4,297+11.0% |