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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 | $155,170 | $90,530+71.4% | $76,030+104.1% | $145,897+6.4% |
| Participation rate | 83.3% | 74.4%+8.9pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 15.10% | 625.08%-610.0pp | 361.54%-346.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,053 | $3,319-38.2% | $2,688-23.6% | $4,663-56.0% |
| Participant deferral / active EE | $5,717 | $5,164+10.7% | $4,257+34.3% | $6,689-14.5% |
| Admin fee / account holder | $4,052 | $8,383-51.7% | $6,421-36.9% | $13,390-69.7% |