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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 | $160,581 | $57,330+180.1% | $86,656+85.3% | $75,177+113.6% |
| Participation rate | 86.3% | 63.2%+23.1pp | 71.7%+14.6pp | 67.2%+19.1pp |
| Annual return | 20.55% | 2675.40%-2654.9pp | 593.09%-572.5pp | 160.75%-140.2pp |
| Employer contribution / active EE | $5,437 | $2,316+134.7% | $3,025+79.7% | $2,671+103.5% |
| Participant deferral / active EE | $4,397 | $3,320+32.4% | $4,439-0.9% | $4,126+6.6% |
| Admin fee / account holder | $9,283 | $4,115+125.6% | $5,619+65.2% | $5,651+64.3% |