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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 | $116,223 | $57,352+102.6% | $83,831+38.6% | $64,173+81.1% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.3pp | 69.6%+26.9pp |
| Annual return | 1.40% | 11.38%-10.0pp | 850.99%-849.6pp | 7.63%-6.2pp |
| Employer contribution / active EE | $9,978 | $2,546+292.0% | $3,631+174.8% | $2,381+319.1% |
| Participant deferral / active EE | $9,583 | $2,993+220.2% | $4,082+134.8% | $3,470+176.2% |
| Admin fee / account holder | $13,138 | $4,046+224.7% | $5,479+139.8% | $4,887+168.8% |