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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 | $210,302 | $102,663+104.8% | $86,216+143.9% | $139,466+50.8% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 12.24% | 1924.52%-1912.3pp | 1169.42%-1157.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $2,652 | $3,035-12.6% | $2,382+11.3% | $4,754-44.2% |
| Participant deferral / active EE | $5,815 | $4,677+24.3% | $3,986+45.9% | $6,712-13.4% |
| Admin fee / account holder | $4,321 | $8,663-50.1% | $6,853-37.0% | $11,409-62.1% |