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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 | $177,725 | $56,431+214.9% | $130,788+35.9% | $87,485+103.1% |
| Participation rate | 96.0% | 58.9%+37.1pp | 70.1%+25.9pp | 68.9%+27.1pp |
| Annual return | 13.82% | 91.27%-77.5pp | 386.44%-372.6pp | 26.06%-12.2pp |
| Employer contribution / active EE | $10,418 | $1,549+572.5% | $3,558+192.8% | $2,596+301.3% |
| Participant deferral / active EE | $5,380 | $2,749+95.7% | $4,137+30.0% | $4,274+25.9% |
| Admin fee / account holder | $34,543 | $4,433+679.3% | $6,673+417.7% | $7,775+344.3% |