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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 | $190,214 | $102,382+85.8% | $147,005+29.4% | $80,874+135.2% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 12.90% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $6,100 | $3,715+64.2% | $4,934+23.6% | $2,756+121.4% |
| Participant deferral / active EE | $10,436 | $6,646+57.0% | $8,070+29.3% | $4,297+142.9% |
| Admin fee / account holder | $1,983 | $7,942-75.0% | $13,006-84.8% | $6,935-71.4% |