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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 | $223,032 | $75,832+194.1% | $147,617+51.1% | $59,633+274.0% |
| Participation rate | 96.2% | 71.6%+24.6pp | 84.6%+11.5pp | 68.7%+27.5pp |
| Annual return | 3.47% | 0.37%+3.1pp | 61.98%-58.5pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $16,072 | $3,485+361.2% | $5,564+188.8% | $2,203+629.7% |
| Participant deferral / active EE | $6,687 | $3,131+113.6% | $4,895+36.6% | $3,192+109.5% |
| Admin fee / account holder | $1,210 | $5,986-79.8% | $11,612-89.6% | $4,297-71.8% |