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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 | $217,629 | $58,241+273.7% | $81,780+166.1% | $80,911+169.0% |
| Participation rate | 90.4% | 63.4%+27.0pp | 72.4%+18.0pp | 67.6%+22.8pp |
| Annual return | 14.18% | 41.73%-27.5pp | 776.27%-762.1pp | 35.63%-21.4pp |
| Employer contribution / active EE | $8,109 | $2,343+246.0% | $2,914+178.3% | $2,756+194.3% |
| Participant deferral / active EE | $8,067 | $3,283+145.8% | $4,321+86.7% | $4,297+87.7% |
| Admin fee / account holder | $28,513 | $4,973+473.4% | $7,384+286.1% | $6,935+311.2% |