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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 | $207,942 | $111,814+86.0% | $93,654+122.0% | $145,959+42.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 14.24% | 203.30%-189.1pp | 133.34%-119.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $14,664 | $3,092+374.3% | $2,421+505.7% | $4,661+214.6% |
| Participant deferral / active EE | $6,882 | $4,914+40.0% | $4,413+55.9% | $6,689+2.9% |
| Admin fee / account holder | $763 | $10,246-92.6% | $8,282-90.8% | $13,398-94.3% |