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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 | $239,409 | $76,368+213.5% | $67,681+253.7% | $154,746+54.7% |
| Participation rate | 85.7% | 79.0%+6.8pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 16.68% | 1066.77%-1050.1pp | 590.58%-573.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $4,804 | $3,151+52.5% | $2,678+79.4% | $4,379+9.7% |
| Participant deferral / active EE | $12,327 | $4,824+155.6% | $3,976+210.1% | $6,730+83.2% |
| Admin fee / account holder | $23,260 | $8,559+171.7% | $6,100+281.3% | $14,365+61.9% |