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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 | $166,804 | $102,422+62.9% | $147,117+13.4% | $80,959+106.0% |
| Participation rate | 82.9% | 75.9%+7.0pp | 82.2%+0.7pp | 67.7%+15.2pp |
| Annual return | 14.70% | 135.16%-120.5pp | 420.54%-405.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $4,470 | $3,717+20.2% | $4,932-9.4% | $2,757+62.1% |
| Participant deferral / active EE | $10,877 | $6,652+63.5% | $8,065+34.9% | $4,300+152.9% |
| Admin fee / account holder | $20,868 | $7,953+162.4% | $12,993+60.6% | $6,925+201.3% |