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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 | $228,800 | $114,073+100.6% | $96,161+137.9% | $167,518+36.6% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 15.23% | 189.95%-174.7pp | 192.01%-176.8pp | 478.71%-463.5pp |
| Employer contribution / active EE | $17,337 | $3,428+405.7% | $2,798+519.6% | $4,838+258.3% |
| Participant deferral / active EE | $5,755 | $5,195+10.8% | $4,349+32.3% | $6,342-9.3% |
| Admin fee / account holder | $1,017 | $6,899-85.3% | $5,538-81.6% | $12,312-91.7% |