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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 | $210,822 | $111,535+89.0% | $105,223+100.4% | $137,256+53.6% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 16.06% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,716 | $3,939-31.1% | $3,689-26.4% | $4,156-34.6% |
| Participant deferral / active EE | $10,507 | $5,500+91.0% | $5,072+107.2% | $6,407+64.0% |
| Admin fee / account holder | $1,137 | $9,721-88.3% | $8,859-87.2% | $12,270-90.7% |