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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 | $190,472 | $102,429+86.0% | $147,096+29.5% | $80,925+135.4% |
| Participation rate | 73.0% | 75.9%-2.8pp | 82.2%-9.2pp | 67.7%+5.4pp |
| Annual return | 20.45% | 135.02%-114.6pp | 419.75%-399.3pp | 35.65%-15.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,450 | $6,649+42.1% | $8,071+17.1% | $4,299+119.8% |
| Admin fee / account holder | $7,151 | $7,957-10.1% | $13,005-45.0% | $6,940+3.0% |