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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 | $121,843 | $63,346+92.3% | $92,240+32.1% | $70,126+73.7% |
| Participation rate | 97.2% | 68.7%+28.6pp | 76.5%+20.7pp | 69.5%+27.7pp |
| Annual return | 53.50% | 530.19%-476.7pp | 176.29%-122.8pp | 73.15%-19.7pp |
| Employer contribution / active EE | $3,685 | $2,471+49.1% | $3,680+0.2% | $2,343+57.3% |
| Participant deferral / active EE | $4,447 | $2,854+55.8% | $3,897+14.1% | $3,332+33.5% |
| Admin fee / account holder | $4,460 | $3,841+16.1% | $5,194-14.1% | $4,645-4.0% |