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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 | $224,382 | $117,895+90.3% | $102,460+119.0% | $145,897+53.8% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 24.91% | 31.92%-7.0pp | 29.47%-4.6pp | 552.29%-527.4pp |
| Employer contribution / active EE | $3,061 | $3,619-15.4% | $3,025+1.2% | $4,663-34.3% |
| Participant deferral / active EE | $8,972 | $5,736+56.4% | $5,056+77.4% | $6,689+34.1% |
| Admin fee / account holder | $30,394 | $13,353+127.6% | $9,460+221.3% | $13,390+127.0% |