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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 | $171,598 | $60,128+185.4% | $90,440+89.7% | $79,852+114.9% |
| Participation rate | 91.2% | 65.0%+26.2pp | 72.7%+18.5pp | 69.6%+21.6pp |
| Annual return | 16.73% | 71.95%-55.2pp | 1294.38%-1277.7pp | 31.72%-15.0pp |
| Employer contribution / active EE | $8,932 | $2,068+331.8% | $3,263+173.7% | $2,471+261.5% |
| Participant deferral / active EE | $9,012 | $2,939+206.7% | $3,964+127.4% | $3,740+140.9% |
| Admin fee / account holder | $10,857 | $3,977+173.0% | $5,615+93.4% | $5,306+104.6% |