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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 | $123,902 | $63,346+95.6% | $92,240+34.3% | $70,126+76.7% |
| Participation rate | 84.8% | 68.7%+16.1pp | 76.5%+8.3pp | 69.5%+15.2pp |
| Annual return | 17.96% | 530.19%-512.2pp | 176.29%-158.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $2,112 | $2,471-14.5% | $3,680-42.6% | $2,343-9.8% |
| Participant deferral / active EE | $5,646 | $2,854+97.8% | $3,897+44.9% | $3,332+69.5% |
| Admin fee / account holder | $2,046 | $3,841-46.7% | $5,194-60.6% | $4,645-56.0% |