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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 | $186,428 | $63,342+194.3% | $92,235+102.1% | $70,131+165.8% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 15.15% | 530.15%-515.0pp | 176.28%-161.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,865 | $2,471+56.4% | $3,679+5.0% | $2,342+65.0% |
| Participant deferral / active EE | $4,084 | $2,854+43.1% | $3,897+4.8% | $3,332+22.6% |
| Admin fee / account holder | $41,265 | $3,840+974.5% | $5,194+694.5% | $4,645+788.3% |