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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 | $143,184 | $72,071+98.7% | $68,368+109.4% | $137,256+4.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 15.41% | 353.14%-337.7pp | 292.57%-277.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,464 | $2,788-11.6% | $2,649-7.0% | $4,156-40.7% |
| Participant deferral / active EE | $5,508 | $4,410+24.9% | $4,123+33.6% | $6,407-14.0% |
| Admin fee / account holder | $8,860 | $5,336+66.1% | $5,150+72.0% | $12,270-27.8% |