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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 | $147,252 | $57,350+156.8% | $83,850+75.6% | $64,181+129.4% |
| Participation rate | 98.5% | 68.6%+29.9pp | 76.1%+22.3pp | 69.6%+28.9pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.92%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,840 | $2,545+90.1% | $3,631+33.3% | $2,381+103.3% |
| Participant deferral / active EE | $3,225 | $2,993+7.7% | $4,082-21.0% | $3,470-7.1% |
| Admin fee / account holder | $901 | $4,046-77.7% | $5,478-83.6% | $4,887-81.6% |