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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 | $137,797 | $57,312+140.4% | $86,617+59.1% | $75,181+83.3% |
| Participation rate | 76.0% | 63.2%+12.8pp | 71.7%+4.3pp | 67.2%+8.8pp |
| Annual return | 18.00% | 2672.78%-2654.8pp | 591.91%-573.9pp | 160.69%-142.7pp |
| Employer contribution / active EE | $1,695 | $2,315-26.8% | $3,023-43.9% | $2,671-36.5% |
| Participant deferral / active EE | $9,904 | $3,319+198.4% | $4,437+123.2% | $4,126+140.1% |
| Admin fee / account holder | $23,288 | $4,114+466.0% | $5,613+314.9% | $5,650+312.2% |