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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 | $153,271 | $56,197+172.7% | $67,652+126.6% | $59,633+157.0% |
| Participation rate | 98.5% | 71.5%+27.1pp | 75.7%+22.9pp | 68.7%+29.9pp |
| Annual return | 1.95% | 18508.10%-18506.2pp | 6625.40%-6623.4pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $2,118 | $1,615+31.2% | $2,266-6.5% | $2,203-3.8% |
| Participant deferral / active EE | $5,037 | $2,844+77.1% | $3,560+41.5% | $3,192+57.8% |
| Admin fee / account holder | $824 | $3,958-79.2% | $4,821-82.9% | $4,297-80.8% |