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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 | $230,120 | $104,520+120.2% | $76,823+199.5% | $152,885+50.5% |
| Participation rate | 70.0% | 76.6%-6.6pp | 72.1%-2.1pp | 82.5%-12.5pp |
| Annual return | 20.85% | 1014.03%-993.2pp | 1166.42%-1145.6pp | 345.39%-324.5pp |
| Employer contribution / active EE | $802 | $3,117-74.3% | $2,302-65.1% | $4,763-83.2% |
| Participant deferral / active EE | $8,331 | $4,236+96.7% | $3,336+149.8% | $5,851+42.4% |
| Admin fee / account holder | $42,769 | $12,283+248.2% | $6,422+566.0% | $11,598+268.8% |