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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 | $133,312 | $51,638+158.2% | $68,368+95.0% | $82,448+61.7% |
| Participation rate | 88.1% | 63.6%+24.4pp | 73.8%+14.3pp | 68.1%+20.0pp |
| Annual return | 14.61% | 37.53%-22.9pp | 292.57%-278.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $8,350 | $2,047+308.0% | $2,649+215.2% | $2,551+227.3% |
| Participant deferral / active EE | $8,638 | $2,914+196.5% | $4,123+109.5% | $4,139+108.7% |
| Admin fee / account holder | $2,210 | $4,643-52.4% | $5,150-57.1% | $7,234-69.4% |