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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 | $138,858 | $78,707+76.4% | $117,861+17.8% | $70,126+98.0% |
| Participation rate | 98.4% | 73.2%+25.2pp | 79.7%+18.7pp | 69.5%+28.9pp |
| Annual return | 21.32% | 23.30%-2.0pp | 335.11%-313.8pp | 73.15%-51.8pp |
| Employer contribution / active EE | $3,904 | $2,223+75.6% | $3,786+3.1% | $2,343+66.6% |
| Participant deferral / active EE | $7,518 | $3,297+128.0% | $4,482+67.7% | $3,332+125.6% |
| Admin fee / account holder | $2,861 | $5,066-43.5% | $8,021-64.3% | $4,645-38.4% |