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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 | $179,850 | $58,275+208.6% | $81,844+119.7% | $80,935+122.2% |
| Participation rate | 84.2% | 63.5%+20.7pp | 72.4%+11.8pp | 67.7%+16.5pp |
| Annual return | 18.72% | 41.82%-23.1pp | 778.87%-760.1pp | 35.66%-16.9pp |
| Employer contribution / active EE | $10,125 | $2,346+331.6% | $2,916+247.2% | $2,757+267.3% |
| Participant deferral / active EE | $8,672 | $3,285+164.0% | $4,323+100.6% | $4,299+101.7% |
| Admin fee / account holder | $30,309 | $4,749+538.3% | $7,355+312.1% | $6,924+337.7% |