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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 | $84,372 | $57,350+47.1% | $83,850+0.6% | $64,181+31.5% |
| Participation rate | 98.3% | 68.6%+29.7pp | 76.1%+22.1pp | 69.6%+28.7pp |
| Annual return | -0.88% | 11.38%-12.3pp | 850.92%-851.8pp | 7.63%-8.5pp |
| Employer contribution / active EE | $12,008 | $2,545+371.7% | $3,631+230.7% | $2,381+404.4% |
| Participant deferral / active EE | $5,656 | $2,993+89.0% | $4,082+38.6% | $3,470+63.0% |
| Admin fee / account holder | $11,149 | $4,046+175.6% | $5,478+103.5% | $4,887+128.1% |