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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 | $248,673 | $96,678+157.2% | $86,640+187.0% | $139,466+78.3% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 15.73% | 106.69%-91.0pp | 592.52%-576.8pp | 373.66%-357.9pp |
| Employer contribution / active EE | $7,509 | $3,265+130.0% | $3,024+148.3% | $4,754+58.0% |
| Participant deferral / active EE | $7,976 | $4,837+64.9% | $4,438+79.7% | $6,712+18.8% |
| Admin fee / account holder | $4,724 | $6,410-26.3% | $5,616-15.9% | $11,409-58.6% |