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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 | $244,413 | $63,346+285.8% | $92,239+165.0% | $70,124+248.5% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 17.23% | 530.19%-513.0pp | 176.29%-159.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,327 | $2,471+34.6% | $3,680-9.6% | $2,342+42.0% |
| Participant deferral / active EE | $7,340 | $2,854+157.2% | $3,897+88.3% | $3,332+120.3% |
| Admin fee / account holder | $14,765 | $3,841+284.4% | $5,194+184.3% | $4,645+217.8% |