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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 | $105,628 | $56,197+88.0% | $67,652+56.1% | $59,633+77.1% |
| Participation rate | 85.7% | 71.5%+14.2pp | 75.7%+10.0pp | 68.7%+17.0pp |
| Annual return | -2.09% | 18508.10%-18510.2pp | 6625.40%-6627.5pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $2,001 | $1,615+23.9% | $2,266-11.7% | $2,203-9.2% |
| Participant deferral / active EE | $10,602 | $2,844+272.8% | $3,560+197.8% | $3,192+232.2% |
| Admin fee / account holder | $618 | $3,958-84.4% | $4,821-87.2% | $4,297-85.6% |