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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 | $202,339 | $96,678+109.3% | $86,640+133.5% | $139,466+45.1% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.0pp | 80.3%+13.4pp |
| Annual return | 14.60% | 106.69%-92.1pp | 592.52%-577.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $4,575 | $3,265+40.1% | $3,024+51.3% | $4,754-3.8% |
| Participant deferral / active EE | $9,809 | $4,837+102.8% | $4,438+121.0% | $6,712+46.1% |
| Admin fee / account holder | $1,563 | $6,410-75.6% | $5,616-72.2% | $11,409-86.3% |