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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 | $173,756 | $61,816+181.1% | $97,260+78.7% | $80,935+114.7% |
| Participation rate | 97.5% | 63.5%+34.0pp | 72.7%+24.8pp | 67.7%+29.8pp |
| Annual return | 16.73% | -558.73%+575.5pp | 75.54%-58.8pp | 35.66%-18.9pp |
| Employer contribution / active EE | $1,573 | $1,836-14.3% | $2,721-42.2% | $2,757-42.9% |
| Participant deferral / active EE | $5,788 | $3,027+91.2% | $4,262+35.8% | $4,299+34.6% |
| Admin fee / account holder | $42,248 | $5,166+717.9% | $5,640+649.1% | $6,924+510.1% |