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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 | $197,111 | $85,766+129.8% | $136,297+44.6% | $70,131+181.1% |
| Participation rate | 74.1% | 74.2%-0.1pp | 81.9%-7.8pp | 69.5%+4.5pp |
| Annual return | 14.47% | 31.45%-17.0pp | 5156.16%-5141.7pp | 73.14%-58.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,563 | $5,051+49.7% | $6,247+21.1% | $3,332+127.0% |
| Admin fee / account holder | $652 | $5,420-88.0% | $9,244-92.9% | $4,645-86.0% |