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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 | $235,928 | $65,555+259.9% | $86,216+173.6% | $75,173+213.8% |
| Participation rate | 98.6% | 60.5%+38.1pp | 69.0%+29.7pp | 67.2%+31.4pp |
| Annual return | 18.16% | 46.07%-27.9pp | 1169.42%-1151.3pp | 160.72%-142.6pp |
| Employer contribution / active EE | $2,545 | $1,553+63.8% | $2,382+6.8% | $2,671-4.7% |
| Participant deferral / active EE | $4,038 | $3,023+33.5% | $3,986+1.3% | $4,126-2.2% |
| Admin fee / account holder | $4,821 | $5,469-11.9% | $6,853-29.7% | $5,651-14.7% |