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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 | $197,380 | $93,345+111.5% | $119,126+65.7% | $87,485+125.6% |
| Participation rate | 94.5% | 68.7%+25.8pp | 75.8%+18.8pp | 68.9%+25.6pp |
| Annual return | 14.91% | 19.08%-4.2pp | 282.11%-267.2pp | 26.06%-11.1pp |
| Employer contribution / active EE | $18,344 | $3,172+478.4% | $4,034+354.8% | $2,596+606.6% |
| Participant deferral / active EE | $4,983 | $4,099+21.6% | $5,318-6.3% | $4,274+16.6% |
| Admin fee / account holder | $1,714 | $8,039-78.7% | $10,693-84.0% | $7,775-78.0% |