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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 | $143,557 | $52,911+171.3% | $73,309+95.8% | $59,633+140.7% |
| Participation rate | 98.6% | 68.2%+30.4pp | 74.9%+23.7pp | 68.7%+30.0pp |
| Annual return | 1.57% | 12.20%-10.6pp | 5.67%-4.1pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $8,123 | $1,909+325.6% | $3,237+150.9% | $2,203+268.8% |
| Participant deferral / active EE | $2,871 | $4,069-29.4% | $4,991-42.5% | $3,192-10.0% |
| Admin fee / account holder | $23,073 | $3,835+501.7% | $5,635+309.5% | $4,297+436.9% |