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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 | $170,352 | $61,789+175.7% | $97,167+75.3% | $80,874+110.6% |
| Participation rate | 74.1% | 63.5%+10.6pp | 72.7%+1.4pp | 67.6%+6.4pp |
| Annual return | 18.13% | -557.90%+576.0pp | 75.27%-57.1pp | 35.62%-17.5pp |
| Employer contribution / active EE | $4,132 | $1,837+125.0% | $2,729+51.4% | $2,756+50.0% |
| Participant deferral / active EE | $8,473 | $3,028+179.8% | $4,264+98.7% | $4,297+97.2% |
| Admin fee / account holder | $9,248 | $5,168+78.9% | $5,650+63.7% | $6,935+33.4% |