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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 | $171,949 | $102,595+67.6% | $94,057+82.8% | $154,746+11.1% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 80.7%+13.7pp |
| Annual return | 12.60% | 583.42%-570.8pp | 480.62%-468.0pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,620 | $3,147-16.7% | $2,933-10.7% | $4,379-40.2% |
| Participant deferral / active EE | $7,316 | $5,118+42.9% | $4,709+55.3% | $6,730+8.7% |
| Admin fee / account holder | $18,035 | $7,736+133.1% | $7,244+149.0% | $14,365+25.5% |