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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 | $223,643 | $102,393+118.4% | $147,041+52.1% | $80,911+176.4% |
| Participation rate | 82.3% | 75.9%+6.4pp | 82.2%+0.1pp | 67.6%+14.6pp |
| Annual return | 16.02% | 134.95%-118.9pp | 419.21%-403.2pp | 35.63%-19.6pp |
| Employer contribution / active EE | $3,989 | $3,715+7.4% | $4,935-19.2% | $2,756+44.8% |
| Participant deferral / active EE | $10,801 | $6,647+62.5% | $8,071+33.8% | $4,297+151.4% |
| Admin fee / account holder | $9,959 | $7,943+25.4% | $13,006-23.4% | $6,935+43.6% |