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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 | $219,268 | $102,595+113.7% | $94,057+133.1% | $154,746+41.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 13.16% | 583.42%-570.3pp | 480.62%-467.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,316 | $3,147-26.4% | $2,933-21.0% | $4,379-47.1% |
| Participant deferral / active EE | $7,135 | $5,118+39.4% | $4,709+51.5% | $6,730+6.0% |
| Admin fee / account holder | $1,531 | $7,736-80.2% | $7,244-78.9% | $14,365-89.3% |