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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 | $228,039 | $110,039+107.2% | $97,260+134.5% | $145,884+56.3% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 12.21% | 244.44%-232.2pp | 75.54%-63.3pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,254 | $3,074-26.7% | $2,721-17.2% | $4,662-51.7% |
| Participant deferral / active EE | $13,207 | $4,674+182.6% | $4,262+209.9% | $6,690+97.4% |
| Admin fee / account holder | $3,482 | $6,204-43.9% | $5,640-38.3% | $13,392-74.0% |