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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 | $112,748 | $56,200+100.6% | $67,653+66.7% | $59,633+89.1% |
| Participation rate | 97.4% | 71.5%+26.0pp | 75.7%+21.8pp | 68.7%+28.8pp |
| Annual return | 0.51% | 18506.71%-18506.2pp | 6625.22%-6624.7pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $3,942 | $1,615+144.1% | $2,266+74.0% | $2,203+79.0% |
| Participant deferral / active EE | $1,453 | $2,843-48.9% | $3,560-59.2% | $3,192-54.5% |
| Admin fee / account holder | $3,438 | $3,959-13.2% | $4,821-28.7% | $4,297-20.0% |