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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 | $234,570 | $58,311+302.3% | $81,882+186.5% | $80,959+189.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 16.49% | 41.85%-25.4pp | 779.47%-763.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $5,484 | $2,347+133.7% | $2,916+88.1% | $2,757+98.9% |
| Participant deferral / active EE | $7,347 | $3,287+123.5% | $4,323+70.0% | $4,300+70.9% |
| Admin fee / account holder | $7,815 | $4,752+64.4% | $7,360+6.2% | $6,925+12.8% |