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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 | $199,326 | $111,878+78.2% | $93,727+112.7% | $145,897+36.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 14.62% | 204.28%-189.7pp | 133.83%-119.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,350 | $3,092+8.3% | $2,421+38.4% | $4,663-28.1% |
| Participant deferral / active EE | $11,178 | $4,920+127.2% | $4,417+153.1% | $6,689+67.1% |
| Admin fee / account holder | $1,704 | $10,256-83.4% | $8,292-79.5% | $13,390-87.3% |