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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 | $205,221 | $53,128+286.3% | $86,582+137.0% | $70,126+192.6% |
| Participation rate | 96.8% | 65.3%+31.5pp | 73.5%+23.2pp | 69.5%+27.2pp |
| Annual return | 23.64% | 27.66%-4.0pp | 965.08%-941.4pp | 73.15%-49.5pp |
| Employer contribution / active EE | $9,380 | $2,068+353.6% | $2,839+230.3% | $2,343+300.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,374 | $3,584+50.0% | $4,904+9.6% | $4,645+15.7% |