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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 | $138,750 | $56,197+146.9% | $67,652+105.1% | $59,633+132.7% |
| Participation rate | 74.2% | 71.5%+2.7pp | 75.7%-1.5pp | 68.7%+5.5pp |
| Annual return | 0.87% | 18508.10%-18507.2pp | 6625.40%-6624.5pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $4,414 | $1,615+173.4% | $2,266+94.8% | $2,203+100.4% |
| Participant deferral / active EE | $9,515 | $2,844+234.6% | $3,560+167.3% | $3,192+198.1% |
| Admin fee / account holder | $23,012 | $3,958+481.4% | $4,821+377.3% | $4,297+435.5% |