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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 | $168,201 | $102,385+64.3% | $147,080+14.4% | $80,935+107.8% |
| Participation rate | 96.9% | 75.9%+21.1pp | 82.2%+14.7pp | 67.7%+29.3pp |
| Annual return | 14.71% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $15,666 | $3,717+321.5% | $4,933+217.6% | $2,757+468.3% |
| Participant deferral / active EE | $13,752 | $6,651+106.8% | $8,066+70.5% | $4,299+219.9% |
| Admin fee / account holder | $13,771 | $7,951+73.2% | $12,989+6.0% | $6,924+98.9% |