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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 | $119,413 | $63,346+88.5% | $92,240+29.5% | $70,126+70.3% |
| Participation rate | 80.6% | 68.7%+12.0pp | 76.5%+4.2pp | 69.5%+11.1pp |
| Annual return | 17.15% | 530.19%-513.0pp | 176.29%-159.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $6,516 | $2,471+163.7% | $3,680+77.1% | $2,343+178.2% |
| Participant deferral / active EE | $5,452 | $2,854+91.0% | $3,897+39.9% | $3,332+63.6% |
| Admin fee / account holder | $3,245 | $3,841-15.5% | $5,194-37.5% | $4,645-30.2% |