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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 | $232,860 | $57,330+306.2% | $86,656+168.7% | $75,177+209.7% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 19.72% | 2675.40%-2655.7pp | 593.09%-573.4pp | 160.75%-141.0pp |
| Employer contribution / active EE | $5,478 | $2,316+136.5% | $3,025+81.1% | $2,671+105.1% |
| Participant deferral / active EE | $11,360 | $3,320+242.2% | $4,439+155.9% | $4,126+175.3% |
| Admin fee / account holder | $2,129 | $4,115-48.3% | $5,619-62.1% | $5,651-62.3% |