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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 | $112,370 | $65,704+71.0% | $94,229+19.3% | $59,633+88.4% |
| Participation rate | 96.2% | 72.1%+24.0pp | 78.8%+17.4pp | 68.7%+27.5pp |
| Annual return | 0.71% | 5.22%-4.5pp | 10.68%-10.0pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $2,623 | $2,021+29.8% | $3,587-26.9% | $2,203+19.1% |
| Participant deferral / active EE | $8,740 | $3,143+178.1% | $4,320+102.3% | $3,192+173.8% |
| Admin fee / account holder | $1,868 | $4,265-56.2% | $6,269-70.2% | $4,297-56.5% |