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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 | $213,074 | $65,434+225.6% | $98,483+116.4% | $85,847+148.2% |
| Participation rate | 79.4% | 65.0%+14.4pp | 73.3%+6.1pp | 69.3%+10.1pp |
| Annual return | 14.02% | 21.75%-7.7pp | 1494.38%-1480.4pp | 318.61%-304.6pp |
| Employer contribution / active EE | $5,405 | $2,169+149.2% | $2,961+82.6% | $2,565+110.7% |
| Participant deferral / active EE | $10,633 | $3,168+235.7% | $4,276+148.6% | $3,952+169.0% |
| Admin fee / account holder | $45,600 | $4,595+892.3% | $5,953+666.0% | $6,261+628.4% |