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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 | $205,382 | $100,911+103.5% | $90,440+127.1% | $158,966+29.2% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 19.48% | 1726.62%-1707.1pp | 1294.38%-1274.9pp | 302.95%-283.5pp |
| Employer contribution / active EE | $6,857 | $3,690+85.8% | $3,263+110.1% | $4,762+44.0% |
| Participant deferral / active EE | $14,916 | $4,348+243.0% | $3,964+276.3% | $5,983+149.3% |
| Admin fee / account holder | $1,440 | $6,507-77.9% | $5,615-74.4% | $11,250-87.2% |