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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 | $212,963 | $149,040+42.9% | $120,225+77.1% | $137,256+55.2% |
| Participation rate | 71.4% | 75.4%-4.0pp | 69.6%+1.9pp | 80.0%-8.5pp |
| Annual return | 10.64% | 605.68%-595.0pp | 439.23%-428.6pp | 220.34%-209.7pp |
| Employer contribution / active EE | $7,221 | $4,350+66.0% | $3,475+107.8% | $4,156+73.7% |
| Participant deferral / active EE | $2,822 | $4,655-39.4% | $3,999-29.4% | $6,407-56.0% |
| Admin fee / account holder | $2,192 | $6,348-65.5% | $5,696-61.5% | $12,270-82.1% |