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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 | $151,485 | $58,258+160.0% | $81,820+85.1% | $80,925+87.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.23% | 41.76%-29.5pp | 777.93%-765.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $2,439 | $2,345+4.0% | $2,915-16.3% | $2,756-11.5% |
| Participant deferral / active EE | $3,130 | $3,284-4.7% | $4,323-27.6% | $4,299-27.2% |
| Admin fee / account holder | $13,917 | $4,976+179.7% | $7,391+88.3% | $6,940+100.5% |