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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 | $234,627 | $150,445+56.0% | $136,297+72.1% | $147,585+59.0% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 15.56% | 1049.14%-1033.6pp | 5156.16%-5140.6pp | 578.57%-563.0pp |
| Employer contribution / active EE | $4,057 | $5,256-22.8% | $4,696-13.6% | $4,876-16.8% |
| Participant deferral / active EE | $7,742 | $6,631+16.8% | $6,247+23.9% | $5,439+42.4% |
| Admin fee / account holder | $2,630 | $10,906-75.9% | $9,244-71.6% | $10,885-75.8% |