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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 | $194,751 | $49,897+290.3% | $80,648+141.5% | $75,177+159.1% |
| Participation rate | 95.0% | 55.3%+39.7pp | 67.0%+28.0pp | 67.2%+27.8pp |
| Annual return | 15.21% | 34.68%-19.5pp | 937.21%-922.0pp | 160.75%-145.5pp |
| Employer contribution / active EE | $6,607 | $1,699+288.9% | $2,724+142.6% | $2,671+147.4% |
| Participant deferral / active EE | $9,969 | $2,992+233.2% | $4,443+124.4% | $4,126+141.6% |
| Admin fee / account holder | $1,588 | $3,579-55.6% | $5,382-70.5% | $5,651-71.9% |