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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 | $152,207 | $22,994+561.9% | - | $80,911+88.1% |
| Participation rate | 100.0% | 45.9%+54.1pp | - | 67.6%+32.4pp |
| Annual return | 20.24% | 12.16%+8.1pp | - | 35.63%-15.4pp |
| Employer contribution / active EE | $14,857 | $1,271+1069.1% | - | $2,756+439.1% |
| Participant deferral / active EE | $0 | $1,419-100.0% | - | $4,297-100.0% |
| Admin fee / account holder | $7,840 | $1,909+310.7% | - | $6,935+13.1% |