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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 | $120,802 | $63,346+90.7% | $92,239+31.0% | $70,124+72.3% |
| Participation rate | 97.7% | 68.7%+29.0pp | 76.5%+21.2pp | 69.5%+28.1pp |
| Annual return | 14.16% | 530.19%-516.0pp | 176.29%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $10,730 | $2,471+334.2% | $3,680+191.6% | $2,342+358.1% |
| Participant deferral / active EE | $1,889 | $2,854-33.8% | $3,897-51.5% | $3,332-43.3% |
| Admin fee / account holder | $5,214 | $3,841+35.8% | $5,194+0.4% | $4,645+12.2% |