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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 | $239,948 | $52,967+353.0% | $172,753+38.9% | $65,186+268.1% |
| Participation rate | 98.1% | 66.2%+31.9pp | 82.6%+15.4pp | 70.2%+27.9pp |
| Annual return | 18.88% | 30.12%-11.2pp | 803.00%-784.1pp | 29.39%-10.5pp |
| Employer contribution / active EE | $6,206 | $2,190+183.3% | $5,144+20.6% | $2,177+185.1% |
| Participant deferral / active EE | $6,785 | $2,471+174.6% | $5,198+30.5% | $3,514+93.1% |
| Admin fee / account holder | $16,899 | $472+3480.0% | $13,956+21.1% | $847+1894.5% |