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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 | $201,164 | $72,177+178.7% | $115,038+74.9% | $59,633+237.3% |
| Participation rate | 97.1% | 72.6%+24.5pp | 81.4%+15.7pp | 68.7%+28.4pp |
| Annual return | -1.33% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $6,771 | $2,841+138.3% | $4,608+46.9% | $2,203+207.4% |
| Participant deferral / active EE | $8,942 | $4,783+87.0% | $6,026+48.4% | $3,192+180.2% |
| Admin fee / account holder | $3,839 | $4,927-22.1% | $8,175-53.0% | $4,297-10.7% |