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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 | $226,195 | $125,237+80.6% | $105,608+114.2% | $145,877+55.1% |
| Participation rate | 91.7% | 77.7%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 12.26% | 225.76%-213.5pp | 116.50%-104.2pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,379 | $3,720-36.1% | $3,167-24.9% | $4,663-49.0% |
| Participant deferral / active EE | $11,924 | $5,711+108.8% | $5,010+138.0% | $6,691+78.2% |
| Admin fee / account holder | $5,183 | $17,287-70.0% | $11,028-53.0% | $13,402-61.3% |