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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 | $194,343 | $60,119+223.3% | $90,430+114.9% | $79,858+143.4% |
| Participation rate | 98.6% | 65.0%+33.7pp | 72.7%+26.0pp | 69.6%+29.0pp |
| Annual return | 26.60% | 71.94%-45.3pp | 1293.73%-1267.1pp | 31.72%-5.1pp |
| Employer contribution / active EE | $26,394 | $2,068+1176.5% | $3,262+709.2% | $2,471+968.2% |
| Participant deferral / active EE | $14,898 | $2,938+407.1% | $3,963+275.9% | $3,740+298.3% |
| Admin fee / account holder | $6,028 | $3,976+51.6% | $5,613+7.4% | $5,306+13.6% |