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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 | $178,574 | $102,422+74.4% | $147,117+21.4% | $80,959+120.6% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 14.76% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $18,614 | $6,652+179.8% | $8,065+130.8% | $4,300+332.8% |
| Admin fee / account holder | $22,231 | $7,953+179.5% | $12,993+71.1% | $6,925+221.0% |