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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 | $191,546 | $48,327+296.4% | $67,575+183.5% | $80,935+136.7% |
| Participation rate | 79.3% | 66.4%+12.9pp | 72.9%+6.4pp | 67.7%+11.6pp |
| Annual return | 13.35% | 18.31%-5.0pp | 3528.98%-3515.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $2,348 | $2,022+16.1% | $2,736-14.2% | $2,757-14.8% |
| Participant deferral / active EE | $6,199 | $2,927+111.8% | $4,003+54.8% | $4,299+44.2% |
| Admin fee / account holder | $24,653 | $3,692+567.7% | $3,993+517.4% | $6,924+256.0% |