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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 | $166,339 | $58,311+185.3% | $81,882+103.1% | $80,959+105.5% |
| Participation rate | 97.3% | 63.5%+33.8pp | 72.4%+24.9pp | 67.7%+29.6pp |
| Annual return | 11.61% | 41.85%-30.2pp | 779.47%-767.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $4,266 | $2,347+81.8% | $2,916+46.3% | $2,757+54.7% |
| Participant deferral / active EE | $10,483 | $3,287+218.9% | $4,323+142.5% | $4,300+143.8% |
| Admin fee / account holder | $19,638 | $4,752+313.2% | $7,360+166.8% | $6,925+183.6% |