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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 | $158,488 | $90,397+75.3% | $76,002+108.5% | $145,959+8.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 33.00% | 621.97%-589.0pp | 360.07%-327.1pp | 561.95%-528.9pp |
| Employer contribution / active EE | $2,389 | $3,317-28.0% | $2,688-11.1% | $4,661-48.7% |
| Participant deferral / active EE | $16,263 | $5,163+215.0% | $4,257+282.1% | $6,689+143.1% |
| Admin fee / account holder | $116,769 | $8,369+1295.2% | $6,414+1720.6% | $13,398+771.6% |