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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 | $239,171 | $125,184+91.1% | $105,607+126.5% | $145,884+63.9% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 14.67% | 225.00%-210.3pp | 116.11%-101.4pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,634 | $3,720-29.2% | $3,167-16.8% | $4,662-43.5% |
| Participant deferral / active EE | $5,537 | $5,714-3.1% | $5,011+10.5% | $6,690-17.2% |
| Admin fee / account holder | $6,851 | $17,133-60.0% | $10,958-37.5% | $13,392-48.8% |